November Macro Report + Stock Selection Coverage Universe Opinion Updates
November Monthly Slide Deck for Members
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Dear Members & Friends,
Below you will find the November Macro Slide Deck along with Coverage Universe Opinions. The Slide Deck is made available to download at the bottom of this email note.
The Outlook on the S&P 500 (Discussed on October 30th)
Now for the Top Market Risks and Upside Catalysts for the coming month along with our view on Thematic Strategy.