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8 January 2026
Trump’s high stake Venezuelan gambit is all about oil, nothing else. If Venezuela stabilises politically in the next two weeks, the economy in a quarter or two and Trump refrains from adventuring into Greenland, Cuba and Colombia – the Venezuela crisis will be a non-event, forgotten in a few months. Stay focussed on business cycle fundamentals. For the largest economy in the world, the US remains positive, and concerns about an AI & tech bubble and crash overdone.
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