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Navigating Fiscal Policies and Market Dynamics
This chapter explores the impact of U.S. fiscal policies and leadership styles, particularly under Trump, on the stock market's performance compared to international markets. It discusses how tight U.S. fiscal strategies may lead to underperformance in U.S. stocks and highlights emerging investment opportunities abroad. The chapter emphasizes the need for spending to drive economic growth and examines potential future market corrections in light of these fiscal dynamics.