Fools & Fanatics + A Conversation With Dan Greenhaus
RiskReversal Pod
00:00
Stock Market Earnings Growth and Revenue Growth and Fundamentals Matter
The rally we've seen since early December has confounded not only me but many people out there. I could make a bearish claim for every bullish claim it's out there and most of the bullish stuff is macro and most of the bearish stuff is fundamental. At the end of the day fundamentals will matter earnings matterI say it all the time the pillars of the market should be at least in the stock market earnings growth earnings revenue and revenue growth and you just don't have them there It supports the valuations we're currently trading at, he says. The reopening trade obfuscated all this stuff what is the Goldman Sachs VIP Chinese basket? He asks.
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