The Momentum Flywheel: Strategic Valuation of High-Beta Growth Equities Positioned for Second-Stage Exponential Expansion

A bit of AI-aided investment research Research Date: June 30, 2025 Macroeconomic Transition and the Rotation into High-Beta Alpha The macroeconomic baseline of mid-2025 is characterized by a significant transition in global financial markets. Following a multi-year cycle of aggressive central bank tightening, borrowing costs are declining as the Federal Reserve eases its benchmark lending [ ]