Jacob Pozharny says record highs in the S&P 500 and Nasdaq make a case for market‑neutral strategies, pointing to the Bridgeway Global Opportunities Fund (BRGOX). He adds that sentiment matters more than valuation for NVIDIA (NVDA) and Microsoft (MSFT), while Middle East tensions are driving dislocations in energy and shipping.

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Jacob Pozharny on Peak Valuations, Market‑Neutral Investing, and NVDA, MSFT