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Market Valuation Concerns

Lyn expresses skepticism about the high valuations of traditionally strong companies like Costco, noting that despite their perceived stability, their stock prices may not reflect the same resilience. She highlights a potential shift towards emerging markets, particularly in Latin America and China, suggesting a possible three to five-year trend where these markets could outperform the S&P 500. However, she cautions about the risks involved, especially regarding geopolitical tensions that could impact tech giants like Nvidia.