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Market Ethos - 17 February 2026
AI wrecking ball
As the AI wrecking ball moves from one industry to the next on even the slightest whiff of disruption, is this an opportunity or is the market right to drop -5, -10, -20%?
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Investor Strategy - February 2026
Same themes to start the year
The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.
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