MarketConviction
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Marvell Is a Conviction Bet. Bausch Is a Redemption Story.
Jim Cramer says buy Marvell and Bausch. The real question isn’t whether he’s enthusiastic — it’s whether the stories behind MRVL and BHC are strong enough to justify chasing them right now. Here’s the blunt truth: one of these is riding a real secular wave. The other is trying to prove it’s no longer a…
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2026 Will Reward Conviction — Not Caution
Stock Market Outlook & Key Themes for 2026 A Bull Market — With Conditions Attached Fourteen percent upside in a single year isn’t normal. But that’s exactly what Morgan Stanley expects for the S&P 500 in 2026, driven by a rare alignment: supportive fiscal policy, easier monetary policy, and deregulation. Analysts have called it an…
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