Fundamentals Taking a Backseat


Manage episode 268735423 series 7799
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Simon discusses how broad narratives are currently much more impactful on stock prices than fundamentals. He highlights the chasing of growth at any price, the weakening U.S. dollar, and pre-election positioning as themes to watch. Ebbs and flows in all three provide opportunities to manage risk and potentially seek out reward. He also looks at the big bank earnings and the two companies that look the best positioned.