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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.”
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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