Wall Street's leading bear is doubting himself, a little. Here's what is worrying Morgan Stanley's Mike Wilson now

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Wall Street's leading bear is doubting himself, a little. Here's what is worrying Morgan Stanley's Mike Wilson now
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Arguably Wall Street's most pessimistic voice has been so surprised by the market rally that he is questioning the firm's own corporate earnings model.

Arguably Wall Street’s most pessimistic voice has been so surprised by the market rally that he is questioning the firm’s own corporate earnings model.

“Given we have been so wrong about the S&P 500 this year, we have been trying to decide if our earnings model may be misleading us,” says Mike Wilson, Morgan Stanley’s chief U.S. equity strategist. While the firm backs the potential for artificial intelligence, it won’t be enough to prevent the deceleration already in motion for this year. In fact, for most companies it will be a cost that pressures margins further this year, he says.

One mistake he will concede was on the impact of the bailout of depositors, and whether it was a form of a monetary stimulus. “At the time, we said it was not QE,” says Wilson.

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