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On today’s show, we discuss:
- Something new on Wall Street for 2024 – humility
- JPMorgans S&P 500 outlook for 2024 is grimmest on Wall Street
- The stocks that AI mania left behind
- Global bonds head for best month since 2008 financial crisis
- JPMs Kelly: These charts show that easy Fed money is doing more bad than good
- UBS chair Kelleher warns bubble is forming in private credit
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Charts:
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Dr. David Kelly:
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