SailPoint: Limited Room To Rally As Growth Decelerates (Downgrade)

2025-12-09 13:56:01 ET

As we approach the final few weeks of 2025, I continue to emphasize single-stock selection as the best way to play the markets for 2026. My macro view is that the stock market will see a modest correction next year, so simply putting all of our eggs in an ETF won't cut it for next year. We need to be actively purchasing small- and mid-cap stocks with room to rebound, and selling off winners....

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