Investing thesis.
1) Chop until midterms. S&P 500 10,000 2027 target.
2) Rates coming down. Yield curve normalizes: Bull steepener.
3) Breadth will expand. Look at S& P 500 equal weight.
4) expect flows into interest rate sensitivity areas. Financials, Housing, Real…
— James E. Thorne (@DrJStrategy) October 17, 2026
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