(1) The dollar and oil price could weigh on earnings again. (2) Industrial commodity prices may also be signaling trouble for earnings. (3) The Boom-Bust Barometer may be running out of boom. (4) Will rebound in forward earnings move forward? (5) Are Gordon-type models really bullish for valuation? (6) The Buffett ratio is bearish, and it is flawed according to top Wall Street strategist. (7) Most valuation models are flawed for one reason or another. (8) Valuation is subjective.
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