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« Weighing the Week Ahead: Will a Sluggish Housing Sector Derail the Economy? | Main | Advice for Young Investors »

May 31, 2014



nmtdoc -- There are many issues raised in the article. I'll try to revisit the general question of earnings in the near future. Here are three points to get started:

1) There are no citations for the data, so it is difficult to verify. There are actually several different sources with slightly varying definitions of earnings.

2) The percentages are calculated incorrectly. You can check that yourself.

3) The argument about optimism rests on the assertion that there will soon be a recession. He has no evidence for that. As you know, I agree that recessions are the biggest risk to earnings.

Finally, I am trying to move the discussion to the new site if possible:

Thanks and more to come in a future post.



Hi Jeff,

Could you comment on Lance Roberts piece Analyzing Earnings As of Q1 2014 that Doug Short has up over at his site.


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