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Today's Pick

Scarcity: The Ultimate Source Of Profits

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our Global Investment strategists are raising their 12-month equity allocation from slight underweight to neutral, as a 1999-style melt-up now looks more likely than an imminent 2000-style bust. They began the year expecting 2026 to resemble 2000, and that…

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