The Bull Thesis: The Fed Is Navigating This Environment Extraordinary

The bull thesis is that the laggards will catch up to the outperformers who can go sideways and even maybe slightly lower. Mike Wilson: In the environment that they're going to find themselves in over the next six months, there's a chance that there's continued underperformance. The bear case is I do think the lag effect of a Fed and 500 basis points of hikes has yet to be felt in the market.

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