There are two key macro scenarios that should be the focus for investors.
In the first, Elon Musk succeeds in slashing bloated US government spending, which precipitates a short-term recession, boosts unemployment, puts downward pressure on inflation, and eventually encourages the US Federal Reserve to deliver on its base case of two rate cuts this year.
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Christopher Joye is a portfolio manager with Coolabah Capital, which invests in securities, including those discussed in his column. Connect with Christopher on Twitter.
