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Can Earning Season Save Growth Stocks? | Sam Burns
Forward Guidance
The Dispersion of Factors in the Equity Markets
We could be at the precipice of a new market regime where those speculative growth names are really taking in on the chin. The overall market, the S&P 500, most of the indexes are still at or close to their highs. Investors are not pulling out of stocks; they're just rotating from riskiest stocks to kind of more moderate risk stocks.
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