(1) Nine in a row? (2) Hard to model global boom in earnings spreadsheets. (3) In the past, analysts were too optimistic. (4) Global PMIs are bullish for Q1-2011 earnings season. (5) NERI and PMI. (6) Lost decade? Not for SMidCaps. (7) Record high earnings for SMidCaps. (8) Global PMIs remained remarkably strong through March. (9) Supply disruptions bound to hurt for a few months.
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