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US based companies that would benefit from a lower rate environment and a protectionist govt
O&G
I don't think now is the time for short-term investments. If you're buying in this current market I think you'll need to commit to more than 4 years to see how all of this tariff/DOGE bs plays out. It seems unlikely that the market looks great in 4 years to me.
People with that exact mindset said the same thing during the COVID crash.