What if It's Still Early? | TCAF 244 — Key Takeaways
The S&P 493 is only ~4 months into an earnings recovery that historically mirrors the 3-year earnings contraction that preceded it, making broad-market earnings expansion the most underappreciated bull case right now.
Key takeaways
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In this video
- 1mCold Open
- 6mIntro
- 8mS&P 8000? AI Earnings, Price Targets & the Bull Case
- 18mWhy Valuation Compression Could Be Bullish
- 23mAre Big Tech Stocks Becoming “Modern Industrials”?
- 26mSemiconductors Are Going Parabolic — Bubble or Earnings Boom?
- 33mIs This Like the Dot-Com Bubble, or Still Early?
- 40mThe S&P 493: The Most Underappreciated Market Story
- 46mInflation, Oil Prices & What the Fed Might Do Next
- 56mSpaceX, OpenAI, Anthropic & the Coming IPO Wave
- 1h 3mThe Biggest Takeaways for Investors
- 1h 4mBoston Favorites, Fidelity Research & Final Thoughts
“the median technology stock, their earnings peaked in 1996. Right. That was the disconnect.”
— Denise Chisholm
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