First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25

Rep.-elect Mike Johnson is fighting to retain the gavel as House Speaker, and we’ll game out the potential impact of a protracted battle for speakership. Plus, our market guest is staying bullish on the U.S. despite the drama in D.C., and joins us with the themes driving stocks in the new year. But our technician isn’t feeling so optimistic, and brings three charts that make him worry about near-term risk.

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