Before I tell you what I saw in my crystal ball for 2026, keep this line in the front of your mind: “… the big trends mostly right will not always lead to the outcome that you anticipate.” — Mackenzie Market Outlook And here’s the warning label I want on this entire post: adjusting your portfolio is healthy. Replacing your portfolio is usually a mistake. In other words, tweak—don’t flip the table. The key remains the same: stay invested. Now let’s look at the first theme that matters …
capex bull market
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