Please excuse the victory lap, but it is the new year, and many clients are asking about my views for the new year.
In early January of 2019 I made the case that for anyone with an investment horizon beyond a few weeks, a long-term buying opportunity was at hand given the long-term cycle backdrop. Now this coming Wednesday, January 15, I’ll review where equity markets are now following the 2019 rebound. I’ll discuss the framework supporting my view that equities to continue moving higher through 2020. (For more on the fundamental view see page Tom Lee’s report, page 3.)
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