US Political Strategy
Strategy Report
Is Political Backlash Against AI Investment-Relevant?
The populist backlash against AI could result in bipartisan regulation in 2027, but is especially likely to prompt tax hikes from 2029.
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BCA Research | Geopolitical Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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