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Sign In(1) Is the third year of the presidential cycle still the charm? (2) Lots of new fiscal stimulus as old stimulus terminates. (3) Current third year closely tracking an average of the past 14 third years. (4) Boom-Bust scenarios. (5) Charles Dumas says 100% depreciation allowance will boost, then bust the expansion. (6) The IRS disagrees. (7) Consensus bottom-up earnings estimates remain remarkably stable. (8) On second thought: Lowering Information Technology to market weight.
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