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Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472

The Meb Faber Show - Better Investing

CHAPTER

Are We Consensus?

"We've ended up being in a non-consensus kind of position more often than I would have guessed, and that's both bullish and bearish," he says. "I'm actually most comfortable when we're very out of consensus, and our work is suggesting that something is about to happen That we have high confidence and it's not priced." The S&P 500 peaked at $240 in June of last summer; it's now down to about $223.

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