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Topic
Morgan Stanley's Mike Wilson says midterms are a 'clearing event': stocks have gained roughly 22% in the year after midterms since 1982, whichever party wins. Kalshi puts a Democratic sweep at 71%.
A strategist has downgraded tech stocks, pointing to slowing investor flows and deteriorating valuations after big bets piled int…
Citadel Securities' Scott Rubner says compressed positioning, 27% Q3 EPS growth forecasts and returning buyback and retail flows…
A month after urging caution, JPMorgan's market intelligence team is going tactically bullish, calling tech its top pick on stron…
Strategist Jim Paulsen says lagged indicators point to meagre returns for stocks in the November-to-April window, a pattern backt…
