(1) Seasonal drop, but y/y growth. (2) Forward earnings at record highs. (3) Tax cuts wading through the swamp. (4) Winning streak: Profit margin remains at record high. (5) A traumatic legacy. (6) Resource utilization rate still below previous cyclical peaks. (7) NBx2 scenario: No Boom, No Bust. (8) Double-digit earnings growth for S&P 500 Financials, IT, and Materials. (9) Revenue growth rising along with other measures of economic activity. (10) Aggregate vs per-share growth.
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