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Labor Market
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Peapack Private Matthew P.Remo
|
View | AI, Valuations, Geopolitics, Labor Market | AMZN, GOOGL, META, MSFT, ORCL | AI, Economic Growth, geopolitics, Labor Market, monetary policy, technology, Valuations |