google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 September 2021 - MarchéEconomics

September 12, 2021

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September Stock and Fund Picks

September 12: There are market headwinds building such as slowing economic growth and earnings, Fed tapering, Delta variant wild card effects on jobs and the labor market, and school policy adjustments affecting working parents that suggest a re-assessment of future earning flows. A downward revision in future earnings over the next two years will lead a frothy market to reset to a lower level. Typically, such resets are overdone in the short-run and lead to market buying opportunities. Prior to…