This week: what-if charts, late-cycle resets, hyping on, market cap weight perspectives, the blessing of delisting, and the big relative value opportunities in global equities...
Yes indeed, the moment of truth, and once the market realized that earnings weren't going to go to the sky, it of course overreacted to the downside. Agreed, it is probably a matter of when vs if
Just to nit pick, but I would say tech from the 2000 pricing insanity, SLUMPED its way into improving earnings. Cheers.
And you can bet your house that’ll happen again!
Yes indeed, the moment of truth, and once the market realized that earnings weren't going to go to the sky, it of course overreacted to the downside. Agreed, it is probably a matter of when vs if