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11-18-24 Trump Trade Sends Investors Into Overdrive
It's the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU's negative exepctations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of underlying fundamental realities. While investors were a bit skittish heading into the election, the clean Republican sweep of the Presidency, House, and Senate has…
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