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Post-Election Market Dynamics
This chapter examines market trends following the election of a new administration, particularly focusing on the Russell 2000 and implications of potential tax reforms. It discusses how regulatory changes, M&A activity, and economic policies can shape the business landscape and highlights concerns around inflation, executive spending cuts, and the role of immigration. The conversation reflects on the harmony of political shifts and economic opportunities, while raising questions about the Federal Reserve's independence and strategic deal-making in various sectors.