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By: David Bianco
The polls have spoken: Have the people?
Third-quarter reporting ahead: suddenly last summer
Russell 2000: Search it for growth
Election and vaccine equity strategy: same style, still cautious
S&P 500 leverage update: another young vs. old sector split
GDP likely to recover, but will real yields?
2021 S&P 500 EPS likely the same as 2019: Should the P/E be higher?
Tech titans: super enterprises in a class all their own
Better than feared second-quarter S&P 500 EPS on June bounce and tech & health-care immunity
Beyond the bounce: credit spreads – an equity alternative
The winning factors: Will they persist? Clues in earnings season
Banks this recession vs. last: from patient to medic
More summer dips likely: Stay out of the deep end
S&P 500 forward P/E surges to well over 21, eclipsed only by the Tech bubble.
Ready or not, normal here we come: But hard to find for many