Ep. 62 - High Valuations are Supported by Strong Cap Ex Growth
On the heels of an epic rally, stocks are finally taking a well-deserved breather on renewed growth jitters.
That’s not keeping the bears from griping about elevated valuations. You hear it everywhere.
Today, we’ll follow the data to debunk this popular misconception. When you study history, high valuations are supported by strong CapEx Growth.
We’ll show you two consensus-defying macro reasons to fade the valuation doomers. Then, we’ll show you the best sectors to buy ahead of this bull market’s next leg higher.
As a bonus, we’ll give you a sector diversified list of high quality, long-term…
The skinny
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