Tech stock concentration, slowing GDP growth, commercial loan stresses, and rising unemployment signals caution for second half investing

Rates need to fall to stave off regional bank problems (5-minute video)

Remain with equities until job loss show meaningful jump (4-minute video)

Historical unemployment measure suggests recession risk rising (6-minute video)

Trim tech and move into energy (4-minute video)  

AI making leading tech stocks much stronger (6-minute video)

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