• Seth Golden posted an update 1 week, 3 days ago

    BofA Hartnett: Price: historic price rally

    Positioning: neutral

    Policy: stimulus peaking

    Profits: bull surprise

    Pandemic: rising risk

    Politics: potential risk

    Conclusion: S&P500 range 3300-3600, market tops between election and inauguration, buy laggards (banks, energy) and own volatility.

    Chart: we top on Q3 EPS ≈ $140 + SPX @ 3600 PE of 25x tasty

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