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Sign In(1) Barring recession, earnings heading to new record highs. (2) Earnings have a history of 7% growth. (3) Spread between earnings yield and bond yield drives buybacks. (4) Earnings growth solid in Q4, but looking weak for Q1. (5) Revenues growth was weak during Q4. (6) Is there enough forward momentum in OECD leading indicators to overcome EM crisis? (7) Focus on overweight-rated S&P 500 Transportation.
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