The Bull Case for Equities

Alpha Insights | Aired: 2021-06-08 Jeff continues to favor the bull case for equities. Growth and earnings data have consistently surprised on the upside for the past several quarters, but the Street has been slow to revise their estimates higher. Most of the big banks are now calling for a summer correction, Alpha Insights think it's more likely that a summer melt-up will ensue. Stay long cyclical and value stocks; small-caps look ready to rejoin the party.