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Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”

Masters in Business

CHAPTER

Economic Shifts and Long-Term Investment Strategies

This chapter explores the shift from a monetary policy-driven economy to one primarily supported by government spending across key sectors like defense, energy, and technology. It highlights how these investments could spark a sustained bullish market akin to the 1990s tech boom, offering insights for long-term investors.

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