Report
EUR 467.16
For Business Accounts Only
• The future outlook in regards to the business cycle, volatility, yield curve, and what it means for stock returns.
• There are too many deflationary forces for troublesome inflation to persist.
• Relative to 2007 and 2014, today’s software stocks have higher gross margins and lower operating margins. We’ll explain why this may explain current valuation levels.
• Economic recovery-induced revenue upside to outweigh problems of rising yields for tech stocks.
Macro Report
• Ignore the market-weighted PE, relative to 2007, the S&P 500 today is undervalued.• The future outlook in regards to the business cycle, volatility, yield curve, and what it means for stock returns.
• There are too many deflationary forces for troublesome inflation to persist.
• Relative to 2007 and 2014, today’s software stocks have higher gross margins and lower operating margins. We’ll explain why this may explain current valuation levels.
• Economic recovery-induced revenue upside to outweigh problems of rising yields for tech stocks.
Provider
Convequity Ltd.
Obtain high-conviction information edge with unique insights
Jordan Lambert
Simon He
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