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RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
The Meb Faber Show - Better Investing
Strategizing Market Predictions Based on Valuation and New Information
The strategist's approach to predicting the S&P 500's year-end value involves focusing on a target, currently at 5,300 points, and assessing the market's movement around that point. They do not align with bearish views, emphasizing that the recovery has been misinterpreted as a recession. The strategist prioritizes mathematical analysis over narrative-driven strategies and believes that the market is currently fairly valued. To justify a significant market increase, they highlight the need for new information such as higher-than-expected inflation moderation and more cuts by the Fed than the consensus predicts.
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