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’[BUY BUY BUY] Morgan Stanley’s Super Bull
Apparently, some readers are having trouble locating our coverage of Teun Draaisma and his prediction of bull market mania.
For a taste of the Morgan Stanley strategist, the best place to start is to click here.
Short View: It’s Draaisma again, with Watling this time
Three months ago, two analysts issued notes warning of a risk of a sell-off in the stock market. They were proved right. This week, both published notes saying it is now time to buy, notes the FT’s John Authers in Friday’s Short View column.
[BUY BUY BUY] Draaisma’s ‘Think Big’ – IV
Recommendations:
Asset Allocation — Overweight equities (3% above benchmark), Neutral cash, Underweight bonds (3% below benchmark). With valuations attractive, sentiment negative and fundamentals likely to improve,
[BUY BUY BUY] Draaisma’s ‘Think Big’ – III
Fundamentals are uncertain and risky, but because inflation is not yet a real problem, rates are flexible and can stabilize the growth outlook, eventually. And remember, if things get less bad, that would be good enough for markets to go higher.
[BUY BUY BUY] Draaisma’s ‘Think Big’ – I
Think Big
We received a healthy amount of pushback on our call from mid-August to start buying equities again. Pushback is good. We know that we may well be on the right track with a call, when we get a lot of investor pushback.