Strategy Report
Does 2026 = 2000 Or 2021?
2026 has closer parallels with 2021 than with 2000 because an ultra-accommodative Fed can prolong the stock market rally even as a tech capex boom ends. Plus, a new tactical trade is short silver versus gold.
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BCA Research | Counterpoint
A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.
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