ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown"
Episode Synopsis
Today in the podcast, our last of 2023, two big things you need to know: First, with just a few trading days left to go in 2023, the S&P 500 is close to a level that our valuation model has been suggesting is a reasonable one. Second, while we remain constructive on the year ahead, several charts that we track regularly are starting to suggest that the rally in the S&P 500 is due for a pause.
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