It’s been an incredible year, ending on a high note with the Palantir rally. Looking ahead, 2025 holds plenty of uncertainty but also potential. The prospect of Trump’s improbable presidency suggests the rise of an American oligarchy, where his supporters might reap significant rewards. ESG investments seem unlikely to see a major surge, while Chinese EVs face increasing global restrictions. Given these dynamics, it’s clear we should focus our attention on the US m...