Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion

VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe factors support an expanding P/E.

Please click below to view our Macro Minute (duration: 5:06).

This is not a popular opinion but we believe the risk/reward for stocks is better today than it was on Feb 18, 2025 (when S&P 500) was at all-time highs. I realize this sounds counterintui...

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