www.marketwatch.com
Fundstrat’s Tom Lee predicts that early 2026 will be defined by the government actively “picking stock winners and losers.” He suggests Washington’s policies will be a primary driver of market performance, directing capital toward specific sectors and companies. This shift implies that investors should focus less on traditional market analysis and more on identifying which industries stand to benefit—or suffer—from federal intervention. Lee’s outlook highlights a significant increase in the state’s influence over the economy, making political alignment a critical factor for investment strategy in the coming year.
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