Michael Lee says that liquidity will win the 2021 battle of liquidity versus valuation. In addition, earnings expectations for 4Q were for a 9.3% decline and they are coming in at +2.9%, which means that earnings estimates are probably too low.
The Watch List
17 Feb 2021
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Michael Lee says that liquidity will win the 2021 battle of liquidity versus valuation. In addition, earnings expectations for 4Q were for a 9.3% decline and they are coming in at +2.9%, which means that earnings estimates are probably too low.
The Watch List
17 Feb 2021