More on Earnings

(1) Industry analysts likely soon to predict that earnings recession continued into Q3. (2) Sticking with our upbeat story for earnings. (3) Counting on the “hook” to boost Q3. (4) Oil prices still down y/y from Q3-2015. (5) Consensus annual estimates showing solid earnings growth next year. (6) Our very biased spin on active vs. passive portfolio management. (7) In the past, getting the sectors right mattered, and it will continue to do so in the future. (8) Allocating assets domestically and globally will never be a passive exercise.