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April 10, 2017

We Analyze the Late Cycle Surge Call of Morgan Stanley (Video)

By EconMatters



We discuss the urban myth and arbitrariness of Late Cycle Market Burst Calls with the recent Morgan Stanley strategist call of a huge 30% stock surge, asking the bigger question for investors; can you afford from a risk perspective to 'participate' in such a move? If we compare his comps of 1999 and 2007, then we already have more than had our Late Cycle Market Euphoria Stock Surge! It isn`t that stocks cannot go there because anything can happen in financial markets, it is just that there is no substantive support for this call in his research note. The logic and rationale for the call is full of holes, not something a client would make investment decisions upon (at least one would hope not), and quite arbitrary when you get down to it, as this call could easily have been made 4 years ago.



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Item Reviewed: We Analyze the Late Cycle Surge Call of Morgan Stanley (Video) Rating: 5 Reviewed By: EconMatters