Oftentimes equity markets feel like a coin flip but right now, it's a heads-I-win, tails-you-lose kind of game.The thing is, I agree with it because these are the two most-likely paths from here:1) Growth surprises to the upsideAt the end of the day, growth is good. Consumer spending is by far the driving force of the US economy and most US homeowners are still flush with money from fixed 30-year mortgages and secure jobs that are paying better than ever before. Companies went into 2023 cautious on recession fears but they may begin to invest again while continuing to see productivity improvements from AI.2) Growth faltersInterest rates are undefeated as a choke on economic growth. It's not
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