(1) Sentiment turns slightly less bullish. (2) Everyone is a value buyer for now. (3) A choppy year so far. (4) Are low bond yields bullish or bearish? (5) Long-term expected earnings growth is high. (6) So is PEG. (7) The bond market has a more subdued outlook for growth. (8) SMidCaps rerating? (9) Revenues and earnings growth rates likely to rebound from winter chill. (10) Focus on market-weight-rated S&P 500 Consumer Discretionary Retailers.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →