No trend in market direction Try to find evidence that the market supports any of these narratives. The ETF to watch is Vanguard Megacap Growth . By contrast, the other 493 stocks in the S & P 500 are seeing earnings projections lower (Q3) or flat (Q4). Apple Q3: up 7% Q4: up 12% Microsoft Q3: up 13% Q4: up 14% Amazon Q3: up 107% Q4: up 2,091% (!) Nvidia Q3: up 471% Q4: up 316% Meta Q3: up 122% Q4: up 176% Tesla Q3: down 30% Q4: down 28% Source: Factset

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Persons: Tomas Lee, There's, Russell, Tesla Organizations: Bank of America Global Fund, Apple, Meta, Microsoft, Nvidia, Tesla