Semiconductor capacity expansion fuels bullish outlook for strategic investing. Industry capex is projected to rise 15% in 2024, sustaining growth stocks’ momentum. Supply chain normalization supports margin recovery. This could take decades to play out. But it would support even more demand for Bitcoin -- and a higher price. As always, keep your own risk tolerances in mind, and use a diversified portfolio to help reduce risks. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation REIT sector gains 4% this month as strategic investing shifts toward real estate income assets. Lower mortgage rates stimulate commercial property transactions, enhancing cash flow stability for real estate portfolios. Would you like me to also prepare a "data-driven strategic investing calendar for next quarter" so you can time market moves more effectively? That would merge macroeconomic triggers with sector-specific forecasts.
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