Reported 3 days ago
As 2025 approaches, investor uncertainty rises, with Brian Szytel from The Bahnsen Group highlighting the need for a defensive portfolio strategy. He describes the earnings expectations for 2025 as overly optimistic, citing factors like tax reform and interest rate cuts while cautioning against possible market contractions, especially in overvalued sectors. Szytel emphasizes that expectations pose the biggest risk, suggesting that while positive outcomes are likely, markets can be disappointed when priced too optimistically.
Source: YAHOO