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Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

The Acquirers Podcast

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The Bear Market Rally

This market's had a monster rally over the last three months. Commodities rolling over, bond spreads coming in,. equities going up, risk on, baby. Do we want to revisit our estimates for higher or lower? Oh, no, it's February. Yeah, there's a lot can happen. There's a lot of time on the clock. Also, if you were going to have a bear market rally, this is what it would feel like. Just enough to get people into FOMO, to pile in, to get their face ripped off."

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