Our perspective on today's market crash.
In the era of AI, the biggest technological revolution in human history, people are eager to call the top. That's how disruption works; it disrupts.
Revolutions yield polarity in sentiment and volatility comes with change.
However, if you zoom out, the S&P 500 is still up +9% YTD and +85% since the AI Revolution began, and AI is nowhere near "over."
In fact, it's only just getting started. Corrections are healthy.
Asset owners will continue to win in the long-run.
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