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I’m not changing my economic outlook because of the election. We don’t yet know what new legislation will pass or what the president may veto, but the current policy environment remains in place. The AI trade got very concentrated, so a correction was possible. Let the market settle and watch the earnings.
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With midterm elections behind us, here are 3 big predictions for 2027. First, the trade war between Canada and the U.S. will end out of economic necessity. Second, the Clarity act will finally pass and third, the war in the Middle East will be over.
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