Mike Horwath looks at the likelihood of rate cuts in 2025 and discusses what he’s educating his clients about. He says Bitcoin is acting as a diversifier, but he’s paying attention to “both sides” of the argument around crypto. He likes the earnings picture for U.S. equities for the next several years, though he is looking for non-Mag 7 names to bring higher earnings growth.
14 Jan 2025
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