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 th...

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