MARKETING DECK: Looking ahead to 2026 argues for P/E expansion

OFF-SIDES: 5 reasons investors are off-sides

  • Recession coming = sell USA equities
  • Supply chain hit = short US cyclicals & small-caps
  • VIX surge = institutions forced to de-risk
  • End of “US exceptionalism” = sell USA, buy Europe
  • Retail “bought the dip” = hedge funds short retail

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Attached below is our latest marketing deck as of 5/16.

Please CLICK HERE to access the presentation in PDF format.

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