There are a lot of bargains out there in large-cap growth stocks. |
There are a lot of good things going on for equities ... corporations are full of cash right now. |
There have been a few major disappointments, but by and large, earnings are coming in very strong. More than two-thirds of companies are reporting higher than expected. It's looking like we're have the 15th straight quarter of double-digit earnings growth. |
This, in my mind, increases the chances of another rate hike in March. They have not declared the war on inflation to be over. Inflation is the key indicator to watch right now. |