Tis the Season to be Bullish
Hey, Ross here. With Monday’s surge still fresh, I’m digging into why this really is the season to stay bullish—even in a shortened trading week. Despite all the chatter about “overvaluation,” most of this year’s gains in the S&P 500 (and even the Nasdaq 100, Mag 7, and Russell 2000) come from earnings growth, not frothy multiples. And while consumers feel unusually pessimistic, that disconnect is exactly where opportunity shows up.
December 29, 2025
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