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US Equity - Strategy Note
09 May 2021
Investors/Algos Have Been Trained That Misses Are Always Due To Demand Weakening (Deflationary), But In 2021 They Are More Likely Supply Driven (Inflationary)
Earnings season continued along with historically positive revisions, and this week we highlight a few valuation charts now that earnings season is largely complete, showing how severe the disconnect is between historical valuations in growth vs. value indexes despite value indexes seeing more significantly positive earnings revisions.
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