Yield Hunting Newsletter June 2025 | An Uncomfortable Rally, But One to Buy
"It's an uncomfortable rally. Investors will need to hold their nerve."
- David E. Rovella
Executive Summary:
We remain risk on despite the significant rally in May. However, that just gets us back to even on the year. EPS is still set to grow 9.1%. The number of firms increasing their 2025 earnings outlook is almost double those that are lowering them.
If …
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