Equity Market Commentary - May 2021

Takeaways & Key Expectations

Equity Market Commentary - May 2021

May 24, 2021

In the most recent Slimmon’s TAKE, “Tough to be Bearish When Wall Street Has Whiffed”, Andrew discusses the risks of not understanding key assumptions that “expert” analysts are using to make predictions about the market and the reasons to be bullish as those analysts adjust their estimated earnings numbers upward.

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In his March TAKE, Andrew Slimmon does not believe the current correction will bleed past the -20% level, and maintains that 2022 will be a an “ok” year for stocks, consistent with the third year off a recessionary low.

Takeaways & Key Expectations

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In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.

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