The near term may be difficult but the option value of this market has skyrocketed. The first lever that can be pulled is a repeal of tariffs. The second lever is the Fed lowering interest rates. There’s a lot of dry powder to handle any bear market. I remain bullish on equities.
Hi -- I'm Brian. I head up the research efforts at Valuentum.
The spread between growth and value indices and equal-weight and market-weight indices were profound during 2023. So how does one sort between good stocks and bad stocks?
Let's check out this🧵
Looking forward to reading your new book @morganhousel. I cant believe how little things have changed with respect to how to think about valuation, too. Check out this article from the ‘Magazine of Wall Street’ in 1923. ⬇️
Video: Our Top Stocks for 2024
I talk about the success of Valuentum's newsletter suite, the state of the economy and markets, and our favorite ideas for each sector. Tune in!
https://t.co/pgoCKpceF1
There Will Be Volatility
"Whenever you feel like stocks are no good, have a read of Warren Buffett’s classic piece written during the Great Financial Crisis, “Buy American. I Am.” To us, we still like stocks for the long run."
https://t.co/Q6jCnBQML7