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LOCKED MI2’s Latest Virtual Roadshow Presentation- The Base Case Isn’t Goldilocks

In this presentation, we challenge the market narrative that anticipates a smooth, “just right” outcome for growth, inflation, and policy. This is not a call for doom, but a call for discipline — an evidence-based look at where the economy truly stands and how investors can navigate what lies ahead when the base case is anything but Goldilocks.  The recording runs for approximately 50 minutes and includes accompanying presentation slides.

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Lee
5 months ago

rather simple, but after reading the commentary, seems that if Admin gets what it wants, ie lower interest rates, lower dollar, stock market drops because of currency issue, but metals and oil rise.

am I getting this right

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