Rick Pitcairn sees positive signs in earnings growth outside the Mag 7, especially as geopolitical uncertainty roils markets. He’s taking a very long-term view, and it’s “hard not to have equities as the foundation of that plan.” He anticipates two rate cuts this year, and thinks investors need to stop worrying as much about politics because finance shouldn’t be influenced by emotion. He likes the big names in healthcare, technology and energy.

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