WEEKLY WRAP-UP (s2024 e38)

This week, capitulation was everywhere. Which was funny given Goldman's controversial "stocks will underperform for next decade" call. Then, we focus on earnings and end with election game theory.

AUDIO EDITION: This week, capitulation was everywhere. The only thing that almost everyone could agree on was that you need to be long MAG7.

As for clips, I have David Kostin discussing his controversial call that stocks will only average 3% over the next decade. From there, a couple from Morgan Stanley about earnings and what’s driving markets. Steven R…