(1) Coup rumors in China. (2) A messy leadership transition. (3) China is slowing, not contracting. (4) From bottom-up to top-down revenues. (5) The revenue winners are Consumer Discretionary, Industrials, and IT. (6) Revenues looking toppy for Energy & Materials. (7) Financials may have hit rock bottom for revenues. (8) Housing-related stocks suggest depression is ending for this industry.
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 →