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Hall of Fame Bull Market
The Compound and Friends
Thrust in S&P Earnings and Sector Expectations
The theory suggests that the recent thrust in S&P earnings is driven by industrials adapting to global trends like AI and reshoring. The strength is observed in internationally focused industrials due to emerging markets, while domestically focused companies are lagging. Commodities and defense contractors are showing signs of improvement, with potential for increased spending in defense with a regime shift in the US. Additionally, there is an indication that real estate has been oversold.
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