(1) The road vs. the ditch. (2) America’s Day of Rage (November 2, 2010) was bullish for the economy and stocks. (3) QE-2.0 wasn’t necessary, but it has been bullish for stocks and depressed the dollar. (4) Global energy industry should lead manufacturing boom this year. (5) No sign of meltdown in earnings. (6) Net Earnings Revisions Index remained solidly positive in March.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →