X @Cathie Wood
Cathie Wood·2025-09-07 05:20
Market Analysis & Economic Outlook - ARK Invest anticipates a productivity-driven boom that should reverse the duration of unemployment [1] - The current unemployment duration is higher than its peak in cycles before 2008-09, suggesting a need for lower interest rates [1] - ARK Invest sees parallels between today's market and the '90s, characterized by a weak labor market but emerging tech cycle [1] Technological Innovation & Growth - AI and energy innovation are identified as potential drivers for the next US expansion, similar to how the internet sparked growth in the '90s [1]