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“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

The Exchange

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Mid-Cap Opportunities in a Resilient Economy

This chapter examines the resilience of the U.S. economy and the implications of a strong dollar on earnings forecasts, particularly focusing on mid-cap stocks. It highlights investment strategies in mid-cap industrials and discusses consumer behavior, Federal Reserve actions, and emerging trends in software technology amid current market conditions.

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