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« Debunking the 100% Recession Chart | Main | Weighing the Week Ahead: Can You Find Opportunity this Thanksgiving? »

November 11, 2012

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scm0330

Hi Jeff,

My comment really pertains to a post of yours from a couple weeks back, re forward earnings. I'm trying to understand how you fit a forward earnings view into your investing thinking. (And I mean investing, not trading...)

Ritholtz has a post up today about the trend in '13 earnings projections. Here's the money shot:

http://www.ritholtz.com/blog/wp-content/uploads/2012/11/table-31.jpg

In your process, what do you make of a trend like that? That the market is better valued, on a lower earnings expecatation, or things are getting more dicey, possibly foreshadowing a weakening of economic fundamentals?

Thx

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