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Our defensive strategy for 2025 is coming to fruition so we are re-initiating some of our defensive and risk-off trades. Tariff implementation, hurdles in the tax bill, and geopolitical shocks are materializing in the near term.
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BCA | GeoMacro
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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