Equities about to rally?

I thought it might be interesting to start an alternative to this thread:

Basically I'd like to hear from those who are bullish right… Markets have come down quite a bit and many stocks have come down huge amounts over the last couple of months. Often this would often signal a good time to buy, but are you buying? And if you are, why?

If possible could we avoid the, “just DCA into index funds because markets trend up” type comments? We all know this is true and comments like this don't add much value to these discussions.

I want to know specifically why you think equities are likely to rally from here? Do you feel markets are undervalued, or that the bear case is wrong for some reason?


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