Bull Sessions (4/14/2026)

Our monthly Buttonwood portfolio review will include a challenge to Novo Nordisk (NVO) ... agenda also includes Part II of our Rule Breaker Investing review.

In this mid-April 2026 Bull Sessions episode, hosts Mark Robertson and Ken Kavula, joined by Kim Butcher and Matt, discussed market conditions and various investment topics while dealing with inclement weather across different regions. The team deferred their planned discussion on rule breaker investing to focus on the Buttonwood demonstration portfolio and current market dynamics. They noted that the market was up significantly on the day of recording, with the average return forecast holding steady at 9-10%, and highlighted perspectives from analysts like Tom Lee regarding geopolitical impacts on market direction. The session included discussion of earnings season kickoff, with JPMorgan (JPM) among the first major financial institutions reporting results, and broader commentary on market sentiment versus economic reality.