Trading Justice 370: Deconstructing the Bullish Stock Thesis'

In this episode, Matt, Tim and Mark break down the bullish stock thesis currently prevalent in the market. We take 6 specific themes that the bulls are touting right now and analyze them one at a time based on their validity.  

1. The worst of Covid-19 economic impact is behind us

2. There is a ton of cash on the sidelines

3. Leadership in Quality and Growth stocks will hold the market up

4. An expectation of more positive news on Covid-19 therapeutic treatments

5. The willingness to look past earnings in 2020 towards 2021

6. The Fed put will boost liquidity and keep a floor to stock prices

As a team, we analyze these one at a time and rate their validity between 1-100.  Listen in for our insights, critique and analysis of these themes.

Before the feature, we analyze the markets during our market skyline.  One of the biggest stories has revolved around Oil, short term volatility and long term potential if the supply/demand dynamic can fix itself.  There is a good debate during this section, that we are sure you'll enjoy.

Lastly, we play a game of Set the Odds on topics ranging from the best NFL QB drafted this year to the likelihood that Joe Biden won't be the Democratic nominee on the presidential ballot.  It's a fun section, and one where Tim gets to play the judge between Mark and Matt.  It's a fun section that we hope you laugh a few times with us through it.

1:00 Market Skyline
1:05:20 Feature
2:15:30 Odds Makers