Patrick Kennedy explains why tougher earnings comparisons could make 2027 a more challenging market, favoring quality investments and keeping dry powder on hand. He remains bullish on gold as a hedge against geopolitical risk and sticky inflation, while also seeing opportunities in cybersecurity, AI-driven software and biotech. Kennedy points to rising cybersecurity spending, software’s next wave of AI adoption and potential biotech M&A as patent cliffs push major pharmaceutical companies to seek new growth.
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