2026 outlook is continuation of 2024 story: kitchen sink Q1, bear market low in April ended economic cycle. Now rolling recovery from policy changes driving stronger 2026 economy via investment cycle. Base case target 7800 for 2026.
Asking what changed view to become one of biggest bulls on Wall Street.
Host
Nick Sheres
Flexibility in views based on work. Key change: earnings revisions breadth is tremendous this year - most people missing this story while focused on valuation. Valuations okay if earnings beat upside. Call for 2026: broadening earnings story leading to broadening equity story.