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Bullish Sentiment Returns as Markets Manage Volatility and Eye Growth
Description
Joe Tigay says bullish sentiment is returning as the S&P 500 steadies near recovery highs, supported by strong bank earnings and resilient consumer spending. He discusses using the VIX as a risk‑management tool during volatile swings while maintaining long‑term exposure. Beyond AI and semiconductors, he points to growing opportunity in industrial and infrastructure names tied to the physical build‑out of the next tech cycle.
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