Stimulus, More Stimulus and Taxes
Five Drivers of Markets in a Biden AdministrationThe reasons to be bullish on stocks continue to mount. Bloomberg, January 20, 2021Which matters more to equities, valuations or the economy? This is not an abstract academic question, but rather the core of the debate between the stock markets bulls and bears. Answer that question, and I can probably tell you what your portfolio looks like, and whether you believe stocks are going to go higher or are due for a major correction – or worse.The problem…
