Haymaker Daily

On selective optimism

Jan 20, 2026

∙ Paid

Hello, Subscribers:

While it’s true that the Haymaker Team has low expectations about long-term returns from the S&P 500, primarily due to extreme overvaluation concerns, there are several important asset classes on which we have an optimistic outlook.

Continue reading this post for free, courtesy of David Hay.

Or purchase a paid subscription.