It can be difficult to write about earnings and forecasts when investors seem fixated on risks and geopolitical fears. While I can offer some kind of informed opinion on inflation and interest rates and economic trends, my crystal ball goes cloudy when I try to prognosticate about the future actions of a risk tolerant dictator. …
It’s a couple of days after a bit of sentiment reversal. So many names of various kinds including IT stocks had been hugely oversold, and perhaps over shorted. I get asked “is it over.” Usually, after this kind of precipitous sector rotation, most technicians expect to see at least some kind of retest. It isn’t…
Summary The thesis here is that high growth names are able to produce sizeable returns despite the headwinds of inflation and higher interest rates. The thesis is supported by notable valuation compression in many names that has proceeded unremarked through much of 2021. In addition, most high growth companies are expanding their TAMS by aggressive…