Fundstrat 2022 Outlook: Stocks + Treachery = Challenging but +11%
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2. Equities junior in capital structure: Bonds lead stocks 3. Don’t shout at the market: Market doesn’t care about my opinion 4. Stop carrying a “Lehman hammer”: Avoid cognitive bias 5. Confidence drives markets: Confidence changes faster…...
