Steve AuthJan 141 min readThis year's 'Big Surprise' could be the bullish consensus wasn't bullish enoughA year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.Market Memos0 views
Where the puck is heading2022 outlook extremely positive despite temporary indigestion from rising yields.
Good news: nearly everyone is worriedAnd that's just another reason the setup for stocks remains strong.
Bubble, bubble, oil and troubleFrothy pockets popping up but it's too early to cut back equity overweight.