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nergy dip Jobs suggest Fed hikes, stronger S. low inflation. flatter curve still ahead Midway 10 earnings season update. Barely clearing a low bar Meet & Maintain is new Beat & Raise Resultaudes support $118 S&P EPS What to expect for 10 and guidance, Burden on 2H for up 2015 S&P EPS The many measures of S&P
Better time for consumers, but tougher for producers What's a profit recession> Happy Thanksgiving US GDP vs S&P Macro trends favor Retailers over Industrial Capital Goods, so do we Dollar and oil snip S&P 40 EPS Slow growth, but strong payouts: Definitive dividend vs blurry buybacks Trick or treat? Skip the dark hou
es Energy dip Jobs suggest: Fed hikes. stronger 6, low inflation, Meer curve still ahead Mdwav 10 earnings season update Bare,/ clearing a low bar Meet & Maintain is new Beat & Raise. Results/codes support $118 S&P EPS What to expect for 10 and gudance> Burden on 211 for up 2015 S&P EPS The many measures of S
ystem, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1 Green The PE tug-of-war continues in 2015 Slow EPS growth vs low bond yields
es Energy dip Jobs suggest: Fed hikes. stronger 6, low inflation, Meer curve still ahead Mdwav 10 earnings season update Bare,/ clearing a low bar Meet & Maintain is new Beat & Raise. Results/codes support $118 S&P EPS What to expect for 10 and gudance> Burden on 211 for up 2015 S&P EPS The many measures of S
ystem, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1 Green The PE tug-of-war continues in 2015 Slow EPS growth vs low bond yields
ergy dip Jobs suggest: Fed hikes, stronger $, low inflation, flatter curve still ahead Midway 10 earnings season update: Barely clearing a low bar Meet & Maintain is new Beat & Raise: Results/guides support $118 S&P EPS What to expect for 10 and guidance? Burden on 2H for up 2015 S&P EPS The many measures of
ougher for producers 12-Oct-15 What's a profit recession? 2-Oct-15 Happy Thanksgiving: US GDP vs. S&P 28-Sep-15 Macro trends favor Retailers over Industrial Capital Goods, so do we 18-Sep-15 Dollar and oil snip S&P 4Q EPS 11-Sep-15 Slow growth, but strong payouts: Definitive dividend vs blurry buybacks 4-Sep-15 Tr
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