February was a stunning season. Beats strongly overwhelmed misses by a record margin versus recent history. February was broadly a story of cyclicals outperforming overly-fearful valuations similar to August. Particularly impressive were Large-caps and domestic cyclicals as expected (Retail, Financials, traditional Industrials). Morgans Equity Strategist Tom Sartor discusses the outcomes, hits and misses for reporting season 1H21.

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