MRKT Call 1/3/2023: Same As It Ever Was
RiskReversal Pod
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The Five Year Average on EPS Is 375. That's the Most Important Input
Stephanie Link, a head strategist and portfolio manager at high tower tweeted this yesterday. It just kind of caught my attention to seeing more of the strategists lower SPX estimates for 2023. I don't think $185 or $184 in this environment is the same that it was three, four, five years ago. The world because of rate, much different because of rates. That's where people need to come into grips with.
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