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Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to upgrade both economic and earnings estimates. More importantly, investors are incredibly long-biased in portfolios, with equity allocations reaching some of the highest levels in history. What Subramanian questions, and something we have asked previously, is all the  “good news” already  “priced in?” “Amid increasingly euphoric sentiment, lofty valuations, and peak stimulus, we continue to believe the market has overly priced in the good news. We remain bullish the e...

Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to upgrade both economic and earnings estimates. More importantly, investors are incredibly long-biased in portfolios, with equity allocations reaching some of the highest levels in history. What Subramanian questions, and something we have asked previously, is all the  “good news” already  “priced in?” “Amid increasingly euphoric sentiment, lofty valuations, and peak stimulus, we continue to believe the market has overly priced in the good news. We remain bullish the e...