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Forecasts for interest rates and government spending are important, but from a longer-term perspective, says King Lip of Baker Avenue Asset Management.

Baker Avenue’s Lip Says

Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional. Past performance is never a guarantee of future performance. Baker Avenue Asset Management LP may currently own or have previously owned a specific stock or company referenced, and a list of our past holdings can be found at the SEC website. Click to view full disclosures.