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Super Grannies & Market Update – June 30 Webinar Cancelled

NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%

VIDEO: NVDA accounted for 31% of all profit growth in 4Q23, so a strong argument against a bubble.  Inflation remains the unknown near-term.

Please click below to view our Macro Minute (Duration: 5:02).

With just a few trading days left in February, the S&P 500 is set to gain ~5%, bringing YTD gains to ~7%. As we noted early in February, given the strength of the Jan gains (>2%), the probability of a positive year jumps to 92%....

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