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By: David Bianco
Clear for landing: Coming in steep, adjusting monetary and fiscal thrusters
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
The AI speed train accelerates: Look far ahead, watch your speed
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
Surging AI capex: Macro implications of its size and return on investment?
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
The end of macro?: Some companies are so big they are the macro
Equity wealth and inflation: What would Milton Friedman say?
2024 Outlook: Long live this faint cycle or bumps toward a new one?
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
What interest rate will bring fiscal discipline to Washington?
Not Goldilocks for Stocks: Job market still too hot, profit growth still too cold
Capex: A corporate confidence signal
Stubborn inflation, deteriorating US fiscal health to curb bonds and stocks
No ceiling, no landing: 3-5% inflation cruising altitude
