Bulls vs Bears EP66 - 100 days of Chaos, what to expect in the next 100 days

Macro & PoliticsTrump’s “WrestleMania”-style first 100 days with aggressive immigration rhetoric; US debt > $37 trillion.Tonight’s US NFP (consensus +138 k; 4.2 % unemployment), Fed/BoE meetings ahead, Australian election SMS blitz.China–US talks resumed boosting commodities; Canada election done, South Korea faces Supreme Court drama. Investment IdeasWiseTech (WTC): A$3.5 b E2Open bid accelerates growth.Judo Bank (JDO): 20 % pullback post-guidance leak offers contrarian entry.ResMed (RMD): Solid results—hold through volatility.Spotify (SPOT): Accumulate < US$5.80 on earnings overreaction; 20 % trim target.