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Tag Archives: Stock Prices
Q3 Earnings: Off to a Strong Start
Based on results so far, I believe investors will conclude in mid November that third quarter profits were fairly good and better than feared. The big exception, which will surprise no one, is the energy sector, which will weigh on … Continue reading
Stock Prices Will Grind Higher
After being long and wrong in 2007 and 2008, I have been correctly bullish on stocks for the last few years, arguing they would scale the proverbial wall of worry. Bonds, on the other hand, have looked to me to … Continue reading
Posted in Uncategorized
Tagged CAPE, Fed policy, France, hedge funds, Hollande, krugman, part-time employment, Robert Shiller, Stock Prices
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Q1 Profits: Soft, but Good Enough for Further Valuation Levitation
The media does a terrible job of covering profits. Here are a few tips. First, forget about the percentage of companies beating consensus, which is always way above 50% because companies guide estimates to a number they can beat. (Some … Continue reading
Posted in Uncategorized
Tagged bull market, David Stockman, profits, Stock Market Valuations, Stock Prices
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