Weekly Briefing: 2/6/22
A "massive over-reaction" and the collapse of the "peak growth" narrative...
Performance & Other Observations
Last week was a busy one for corporate earnings reports. The S&P 500 delivered a positive return for the second week in a row, but realized volatility and dispersion across and within sectors jumped higher.
From a fundamental standpoint, profits and sales/revenues are beating expectations, but share price performance in r…