With the bulk of earnings in we can analyze just how "good" those earnings actually were, and what we should expect next. Also, what #profits are telling us. $SPY $TLT #Earnings #Profits #Recession #Reversion
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"In order for companies to achieve the 73% 'beat rate' - estimates had to be crushed to accommodate lower earnings."
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The effect of share repurchases on #reported #earnings is not a small thing.
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