11 Comments

Another outstanding read Dillon. Really appreciate the effort you go to. You have such a talent for communicating on the markets that makes things so easy to understand and digest. Keep it up and thanks for your hard work. Be interesting to see how things play out next week and for rest of 2023 going forward.

Expand full comment

Great level of detail, and thanks for all your hardword.

Expand full comment
founding

Thanks for sharing, what are your thoughts with many others calling it a 4-2 instead? what do you think is what others are missing? thanks in advance

Expand full comment

Dillon - thanks for a great write up. You note in reference to S&P that with earnings growth, a P/E 18x gets us to 4500, a nice growth from current levels. What makes you choose 18x when the historic mean is a hair under 16, which indicated just under where we are today?

Expand full comment

Dillon, what is this 1-3/2-1 phase? Thx

Expand full comment