It is nice to listen to someone who isn’t so glum. Cooperman’s message is fairly optimistic and the main reasons why are:
- Considers himself moderately constructive on the market in the U.S.
- Does not see a recession coming
- Thinks accommodative monetary policy is very supportive
- Thinks valuations are very reasonable
- Believes that investors as a whole have de-risked and that the pain trade is up
- Stocks are the best investment option
- Considers himself moderately constructive on the market in the U.S.
- Does not see a recession coming
- Thinks accommodative monetary policy is very supportive
- Thinks valuations are very reasonable
- Believes that investors as a whole have de-risked and that the pain trade is up
- Stocks are the best investment option
