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Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates
Season 8
Episode 1
Published 1 year, 7 months ago
Description
Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, there’s a lot of little stuff to talk about right now. We run a few of the key updates on our high frequency indicators including those on the rotation trade, small caps, and the election.