Bullseye publishes three new, actionable stock ideas every two weeks. On the off-weeks there’s a Sunday night Roadmap for the Week Ahead and Wednesday podcast. Founder & Author Adam Johnson traded equities and oil for 20 years at Merrill Lynch, Louis Dreyfus and ING. He also anchored two shows daily at Bloomberg Television during the financial crisis.
Are We There Yet?
Trader Talk: Growth vs Value
Rate Hikes vs Growth Stocks
The Great Debate: Inflation vs Growth
What’s Your Target?
On average, earnings are beating estimates by 10%, powered by growth of 40% YoY. While I recognize that any comparison to last year may seem absurd, since that was the depth of lockdowns, the magnitude of the beat is still spectacular.