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What would I buy (or sell) in today’s market?

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FH Personal Portfolio & Macro Views (2 August 2026)

AI stocks crash 58% in 1 month, while oil soars 30% – How would I invest $1 million today?

Salesforce down 41% in 6 months — is AI killing software stocks?

Launch of FH Macro Dashboard – What is the dashboard telling us now? Where are we in the macro cycle?