πŸ“ˆ TKer by Sam Ro

πŸ“ˆ TKer by Sam Ro

Share this post

πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
Let's take a peek at expectations for 2025 😳
Copy link
Facebook
Email
Notes
More

Let's take a peek at expectations for 2025 😳

Just as everyone shifts focus toward 2024 πŸ€”

Sam Ro, CFA's avatar
Sam Ro, CFA
Nov 13, 2023
βˆ™ Paid
7

Share this post

πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
Let's take a peek at expectations for 2025 😳
Copy link
Facebook
Email
Notes
More
Share

Stocks are discounting mechanisms β€” i.e., they price in expectations for the future.

So as 2024 comes into focus, investors should also consider views about 2025 and beyond.

On Monday, Morgan Stanley’s Michael Wilson published his cautious 2024 target for the S&P 500, which included a rosier view on 2025. Here’s a summary of his forecast from his new 55-page research note:

Keep reading with a 7-day free trial

Subscribe to πŸ“ˆ TKer by Sam Ro to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
Β© 2025 Samuel Ro
Privacy βˆ™ Terms βˆ™ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More