Brian Belski on US Stocks, Bull Market Premise, and Google's Value
Fox BusinessJuly 5, 20255 min9,842 views
15 connections·18 entities in this video→Maintaining a Bullish Stance
- 📈 Brian Belski has maintained a bullish stance on US stocks since 2008, believing the market entered a 25-year secular bull market in 2009.
- ⚠️ In April, targets were adjusted from 6,700 to 6,100 due to exogenous events, but sector and stock picks remained unchanged.
- ✅ This discipline led to one of the best quarterly performances in over 20 years, as the team stuck to their guns and owned their existing picks.
Drivers of the Bull Case
- 💡 The bull case for 7,000 is supported by the expectation that more companies will provide guidance as second-quarter earnings are anticipated to be better than expected.
- 🗣️ There's a law of diminishing returns in the reaction to rhetoric from Washington, which is seen as a positive sign.
- 🇺🇸 The narrative around the
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US StocksBull MarketInvestment StrategySecular Bull MarketEarnings GuidanceUS ConsumerTechnology StocksFinancialsAlphabetGoogleYouTubeNetflixPalo Alto NetworksGoldman Sachs
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