Vince Martin Positions For 2020

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About: SPDR S&P 500 Trust ETF (SPY), Includes: ADBE, CL, F, FPB, GM, HD, INTC, MSFT, NVDA, PG, ROKU, SHOP, WGO
by: Vince Martin
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Vince Martin
Long/short equity, value, gambling
Summary

The 2020 market likely comes down to valuation - which in turn might hinge on whether long-term interest rate expectations imply a re-rating in equities.

Risks abound, but I expect U.S. stocks will climb the proverbial 'wall of worry', albeit with some possible stumbles along the way.

November elections look like a potential curveball.

For the most part, I expect 2020 to be more of the same for U.S. stocks. There's a strong case that the bull market can and should come to an end, and the risks are