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... unless you can think of a way that the status quo (which isn't about to change anytime soon) affects the Macro investing situation.

That's easy. As so many government programs are perverted into handouts for some segment of financial services, invest in financial services.

I own banks and health insurance companies. If Social Security privatization looked like it had even the slightest glimmer of hope, I'd buy life insurance companies with both hands.

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