Fundamentals Still Favour Equities Despite Geopolitical Flux: Matt Orton
Forget the headlines screaming about wars and trade spats—Matt Orton from Raymond James is calling BS on the panic sellers. While the world plays geopolitical roulette, he's betting big on equity fundamentals that refuse to crack, quipping that low oil prices are like a 'global tax cut' juicing growth and corporate earnings. It's the ultimate mic drop: tune out the noise, load up on tech, AI winners, and a dash of defense stocks, because volatility is just a sale rack for savvy investors.[1][4][6]
