Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
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Is the S&P 500 a Bear Case?
Reiss: The S&P consensus for year over year earnings growth is like 10%, and it hasn't really budged a whole heck of a lot. We think there's going to be an overshoot this summer to the downside as the multiple gets in front of these earnings cuts, Reiss says. At that point, I would probably get more bullish on the index because you have upside to that base case.
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