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Bullish on Value/Cyclicals; Growth/FAANG Still Attractive

We are constantly monitoring a variety of quantitative and proprietary tools to get the best pulse we can on markets. One of our most robust tools, our Earnings Revision Model, is suggesting that investors who are focused on time horizons beyond six months should remain bullish.

While there may be some choppiness in the 1Q2021-2Q2021, we expect that it will be in the normal range of healthy pullbacks that occur in the midst of ongoing bull market; a decline of 5%-7%. Currently, we believe this pullback will be too short and too shallow to measurably effect the mainly bullish catalysts that should push equity prices significantly higher by year-end. Upcoming weakness should thus be used to ‘buy the dip’ on strong names.

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