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9 January 2025
In 2024 68.9% of Trading Post’s  43 investment recommendation and forecasts made money. It’s already evident that success this year will require a focus on bottom-up research, business cycle fundamentals, and understanding the  headwinds and tailwinds. The key headwinds are dollar strength for global trade, Trump’s trade war, the slower pace of monetary policy easing, China, Europe and lofty US stock market valuations. Tailwinds include, the strength of the US economy, Trump’s pro-business domestic policy agenda, tame energy prices,  India and conflict resolutions..
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