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In @ARKInvest’s view, US investments should be significant beneficiaries, thanks to dramatic deregulation and the lowest “effective” corporate tax rate in the developed world, both of which will increase the ROIC in the US relative to that elsewhere in the world.

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@CathieDWood Agreed, however, I do think the point of "where else is the money going to go" is a valid one. Most American's have no idea where to put their capital right now.

keenanrivals ↗
Library as of 2026-10-22