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Posted by
Two Blokes June 4, 2025 -
Filed in
Stock
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7 views
Despite trade war risks, the US economy remains resilient, fueled by robust AI-driven tech spending and strong consumer demand among the wealthy. Market valuations appear high, but growth-adjusted metrics show the S&P is only moderately (15%) overvalued, with strong earnings growth expected to continue. Due to temporary setbacks from Medicare rating downgrades, Humana faces a rare 58% bear-market drop, offering investors a potential extraordinary return during the next five years.
