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Tag Archives: FactSet
I have written a number of recent articles about the troubling state of the equity markets. There have been many causes for concern: technical, fundamental, valuation, divergences, and global risks, among others. All of these are important, but none are … Continue reading
With the daily deluge of new data, it is easy to lose the forest for the trees. When in doubt, focus on earnings, the ultimate driver of stock prices. If I could choose one statistic to know in advance, it … Continue reading