4min snip

INSIGHT

Market Consensus and Stock Picking Challenges

Current market sentiment is overwhelmingly bullish, making it difficult to justify selling despite potential risks.
Analysts are chasing performance, and the economy, while growing, presents a consensus view that's hard to deviate from.
Even with slowing growth rates, "MAG7" stocks (like Amazon and Alphabet) have resurfaced as strong performers, highlighting the challenge of staying out of the market when these names are rising.
While broader market earnings expectations are surging, much of this is driven by expectations for non-MAG7 companies, creating a potential gap in logic.

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