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Stonks aren't really up on a PE basis vs last year, flat to down, growth is real and that's what's being chased

Was just watching the Bessent presser and he mentioned last year was a fiscal contraction, DOGE, shutdown etc... printer tooking a breather, if not ran in reverse with deflation naturally occuring from reduced velocity and debt payments

Stonks will probably keep out performing as long as there is growth to chase or front-run and the money printer isn't in overdrive to paper over stagnation