Nonconsensus

Nonconsensus

The Case For US Stocks

Stocks have flatlined even as mania hit other assets despite stronger than expected economy & earnings and easy road policy ahead, setting up the most positive conditions for equities in some time.

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Bob Elliott
Feb 03, 2026
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I’ve been cautious on US stocks on and off for about a year now. There was a lot going against the US equity market. Negative growth policies from the admin (immigration & tariffs), monetary policy…

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