Yes, There's Still A Bullish Case For Stocks

Jan. 21, 2022 5:34 PM ETAMZN, JPM, QQQ, SPY, ARKK17 Comments

Summary

  • Stocks have been under pressure, facing several headwinds to start 2022.
  • High inflation and rising interest rates continue to drive volatility with uncertainty regarding the direction of Fed policy.
  • The current weakness can ultimately set up a new buying opportunity particularly among beaten-down names with compelling value.
  • Looking for more investing ideas like this one? Get them exclusively at Conviction Dossier. Learn More »

Traders Work On The Floor Of The CBOE Global Markets

Scott Olson/Getty Images News

The stock market has kicked off 2022 with a big selloff, a sharp contrast to the rally and enthusiasm at the start of last year when seemingly every investing thesis was working. Record inflation, Fed policy uncertainty, rising interest

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This article was written by

Dan Victor, CFA profile picture
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BOOX Research is now Dan Victor, CFA

15 years of professional experience in capital markets and investment management at major financial institutions.

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Disclosure: I/we have a beneficial long position in the shares of FB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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