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Daily Note

Prematurely Buying into the Recovery Ahead of the Downturn

Apr 9, 2019

Thomas Thornton

This is a strange market as earnings guidance has come WAY down for this quarter and it’s the first time in years there is a year over year decrease in earnings.  But the markets have been going up around the world while outflows have dominated, short interest is low and buyback activity is strong.  Goldman […]
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