Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact

VIDEO: This is the first time in 3 months that markets have a feel of normalcy. Of course, there still seems to be a steady bid and this is, in our view, due to the persistent bearishness and the fact many investors are offsides. That said, we see multiple arguments for P/E expansion which offset near term earnings risks.

___________________________________

PS: Attached below is our latest marketing deck

Please CLICK HERE to access the presentation in PDF format.

___________________________________

Please click below to view our Macro Minute (duration: 4:37).

Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact

_____________________________

45 SMID Granny Shot Ideas: We performed our quarterly rebalance on 2/18. Full stock list here -> Click here

______________________________

PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on Google reviews —> Click here.

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Events

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In