“Three Month” Up/Down Earnings Ratio Ends Q4 With a Whimper.
Earnings Momentum appears to have slipped some in Q1. Peak earnings momentum now behind us. Expect slowdown, as economy cools and cost pressures heat up.
The two most common questions we hear from equity only managers are: “When (if ever) should we start buying secondary stocks?” and “When do you expect a market leadership shift to the cyclicals?”