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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Daily Archives: April 15, 2010
Earnings "growth" masks the true story–for now
There is great market excitement the past week about the prospects for earning beats in Q1. Surely we must care that 86% of the total growth in corporate earnings of the S&P over the past 12 months has been thanks … Continue reading
China over-capacity looms large
Over-capacity and wasted resources are a hallmark of the Chinese government's insistence on growth at all costs. Just one example is that the country is currently building a number of high-speed railway networks as a kind of economic stimulus to … Continue reading
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