SOM Macro Strategies
SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues
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After the rally, the S&P 500 still looks a little cheap if earnings growth continues
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Macro Commentary CAPE july 28 2024 v7
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SOM Macro Strategies
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