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Super Grannies and Market Update – June 30 Webinar Cancelled

Shift From Growth/FAANG To Value/Cyclicals Underway

I have been commenting for several months that the broad-based earnings revisions data for the S&P 1500 names was robust and supportive of healthy equity markets, and there is NO CHANGE in this view.

Importantly, this continues to be a major support for our ongoing medium-term bullish view. My research still strongly suggests that despite the regular day to-day macro news and events that are present, the biggest story/driver for markets is that we are still in the early innings of a prof...

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