Peter Berezin’s Thought Of The Day: A Better Risk/Reward Profile, But Not Yet Ready to Upgrade Stocks
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Going into this year, I was by far the most bearish strategist in the Bloomberg survey. A number of clients have reached out to me asking if I plan to change my end-year price of 4450 for the S&P 500 in light of recent events. The answer is “no,” since recent events have unfolded broadly in line with my expectations.
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