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Three forces that defined 2025
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26 Desember 2025
Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.
Episode transcripts seekingalpha.com/wsb.
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Jack Bowman-Bowman Capital Management
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