• Profile picture of Seth Golden

    Seth Golden posted an update 2 years, 9 months ago

    Fundstrat’s Tom Lee and Mark Newton:
    In the 2022 context, what this means is that the S&P 500 can bottom well
    ahead of the Russia-Ukraine conflict bottoming. We believe the odds still favor
    2/24 to be the low for 1H2022. We think the probability is more than 50%,
    maybe 70%-75% but it is not at the “no brainer” level. And this all feeds into our
    expectation that 1H will be treacherous.

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