Seeking Alphaยท2025-11-17 02:14Core Insights - Wall Street is recovering from a 43-day shutdown, which has led to a sell-off in tech and AI stocks, and a divided Federal Reserve, creating uncertainty in the market due to incomplete data on jobs and inflation for October [1] Group 1: Market Conditions - The 43-day shutdown has resulted in a lack of complete data on jobs and inflation, complicating market navigation [1] - The tech and AI sectors have experienced a significant sell-off during this period, indicating potential volatility and investor caution [1] Group 2: Investment Strategy - The focus is on identifying mispriced opportunities through a combination of top-down macro analysis and bottom-up stock selection [1] - Emphasis is placed on earnings, technological disruption, policy shifts, and capital flows as key factors for investment decisions [1]