Stick with what’s working for 2025? 12/16/24

With two weeks to go in 2024, the Investment Committee debates
the momentum in the tech trade and whether it can keep rallying
in the new year.  Plus, the next move for semiconductors as
Broadcom hits a new record high.  And Nike quarterly results
– the company has underperformed but could this be an inflection
point?


Investment Committee Disclosures