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TL
Talley Leger
The Wealth Consulting Group (Chief Market Strategist)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
'we still have plenty of wall to climb' @1:56; his proprietary sentiment-and-positioning index is 'still around neutral' vs the +1-2 standard-deviation froth threshold @2:31; 'about $8 trillion worth on the sidelines and that's ballooning' as dry powder @5:11. Notes the S&P 'is still trading around 7,500 and not too far off its all time highs' @3:29 despite the semi-momentum unwind he had cautioned on a month earlier; stellar bank earnings 'ratify my tech enablement thesis' with broadening leadership @3:46.
“we still have echoes and hints of structural fear, which means that there are incremental buyers on the sidelines waiting to power the next leg of this stock market rally.”
S&P 500 since this was said: ▲ +3.8% · 7,458 → 7,742 · as of 2026-08-05
He has 'done a good amount of work estimating fair value for the 10-year Treasury bond yield' and 'pegged them currently around fair value' @5:54-5:58. 'I like rates right about where they are. And if they're not a hurdle... that kind of clears the runway for the stock market' @6:20. Cites 'welcome news on the inflation front because of the deceleration and gasoline prices' @6:13.
“And if the Fed does no harm, and I don't see evidence that the US economy is overheating, it is not overheating.”
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