Mike Santoli (Senior Markets Commentator) 00:00.000
Our talk of the tape, where we ask whether the markets two months sideways action means the bull market is stalling or merely resting. Let's ask Trivaria, it's Adam Parker, Wilmington Trust, Megan Chu, and Wells Fargo's Scott Renne. Adam and Megan, our CNBC contributors. And
Mike Santoli (Senior Markets Commentator) 00:15.880
thanks to you all for helping to wrap up the year for us. And Megan, let me start with you. I mean, the S&P is right where it was a couple of months ago. There's been some subtle rotation in favor of cyclic goals. So, it's kind of slowed down, but it's it's obviously still in a
Mike Santoli (Senior Markets Commentator) 00:30.480
decent position. Is this giving us any kind of a preview for what you expect into next year?
Meghan Shue (Head of Investment Strategy) 00:36.480
Thanks, Mike. I think it is. I think as we look towards next year, we're expecting a little bit more volatility than we saw at least for the first two thirds of this year. A little bit more focus on the source of spending when it comes to tech. We started the year where it was
Meghan Shue (Head of Investment Strategy) 00:53.440
really just all about the AI trade and investors didn't really weren't really deterred by the amount of spending coming from those companies, but now it's really about whether is that's being spent from cash or debt markets are being tapped. So I think that's a shift that we're
Meghan Shue (Head of Investment Strategy) 01:10.320
seeing. I think that will lend itself towards more of a focus and better performance from higher quality names, which really lagged last year. But I do think to your original setup, I think this is a healthy sort of churn as we reset for the next leg of the gold market, which we
Meghan Shue (Head of Investment Strategy) 01:27.560
expect to continue outside of what we still have as a decently high recession risk.
Mike Santoli (Senior Markets Commentator) 01:33.640
Right. Yeah, so that's the interesting maybe contrast there or at least just the position of the macro outlook with how the market is set up. Adam, I feel like you always have a pretty good feel for what the market's rewarding, what themes are kind of coming out of the action in
Mike Santoli (Senior Markets Commentator) 01:50.200
terms of how what it shows us about investor preferences. So what would you say right now are kind of top of mind in terms of what the market is is revealing?
Adam Parker (Founder & CEO) 02:01.240
Hey Mike, thanks. Yeah, I mean I I think a lot of it comes down to margin expectations and estimate achievability. And the reason I say that is, we just came through a stretch in the last six months of 2025 where the penalty for a company's missing estimates was really harsh
Adam Parker (Founder & CEO) 02:18.480
versus history and much worse than the reward for beating. So, and it didn't matter, expensive stocks that missed went down the same amount as cheap stocks that missed. So, it wasn't valuation that matter, it was missing that matter. So, we kind of are looking now kind of
Adam Parker (Founder & CEO) 02:34.200
scrubbing the 2026 estimates and they look pretty optimistic. So, I think the problem or the challenge as we kind of rotate the clock a little bit is I think the probability of multiple expansion is probably lower than the probability of multiple contraction and we have high
Adam Parker (Founder & CEO) 02:50.240
estimates and we have a bullish set of sentiment. So, it's not the same setup as it was, you know, 6 9 months ago. And
Mike Santoli (Senior Markets Commentator) 02:59.120
so Is there a way? I mean, I need to see you're scrubbing the numbers, but are you basically trying to isolate where the earnings achievability seems to be? Or is you just kind of looking at the trajectory of of forecast and and figuring that the revision story is going to tell
Mike Santoli (Senior Markets Commentator) 03:13.720
you what you need to know?
Adam Parker (Founder & CEO) 03:15.920
Well, you know we do pretty quantitative stuff at at Triview Research. So, one of the things I like to do is look at what we call the incremental margin or the margin on revenue above today's level. And we do that by doing a regression between the change in sales and change in
Adam Parker (Founder & CEO) 03:30.800
income. We see what the company usually could do for their margin on new revenue. And we compare it to what's in the estimates. We use that as sort of a barometer for estimate achievability. Obviously, margins come down to revenue and that's that's pricing and mix. They come
Adam Parker (Founder & CEO) 03:45.800
down to costs which are labor, materials, logistics, currency, depreciation, etc. I'm a little worried that that you got mid-teens earning expectations. A lot of companies expecting margin expansion. I get AI productivity is going to go from hitting 5% to maybe 15% of the S&P
Adam Parker (Founder & CEO) 04:03.600
500, but the bar is not as low. And what was unusual about 2025 is estimates came up. I mean they're higher now for 2026 and they were in the middle of the year. That's a pretty unusual pattern, as you well know, and have been writing about for years. So I I think that the mix
Adam Parker (Founder & CEO) 04:19.760
here is company by company. I think healthcare estimates do look more cheable than average. I'm a little bit worried that in the consumer discretionary sector as an example, every single industry in there is expected to have accelerating revenue despite the fact we've got very
Adam Parker (Founder & CEO) 04:34.800
low confidence if you look at Michigan consumer and other things. So I I I think it'll come down to stock by stock, but I'll say healthcare looks a little better to me than discretionary as sort of um uh you know a first a first glance.