Analysis
By Quantifying this Story in Scenarios using the BPN Platform, I have amplified my initiation report's forecast spreadsheet into 100 versions, each representing a case for stock market value at year-end 2020 based on a combination of year-end 2020 market expectations for the drivers described in my initiation report, and also based on a case for year-end 2020 capital market conditions. The odds of these combinations are based on my judgments for the odds of these fundamental drivers, supported by research evidence attached to each driver in the BPN Platform. The odds for capital market conditions leverage BPN's models based on data plus its team's decades of experience at senior levels in capital markets, including co-heading equity products at Goldman Sachs and heading public equities at Harvard's endowment. In the table below, explore the odds of different year-end 2020 market values by sliding the dot at the top to look at some of the 100 combinations driving that market value.