Strategy Insight
Showdown In The Middle East, Shutdown In DC
Stronger US growth elicits a response from the House Republicans. But a government shutdown is not devastating to the economy. What is more devastating would be a crisis in the Middle East, Europe, and Asia. Stay long US defense, energy, and large caps stocks.
BCA Research | US Political Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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