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Sign In(1) Analysts now saying TCJA adding $11-$12 per share to S&P 500 earnings this year. (2) Joe says $14-$15 is likely. (3) Earnings meltup should trump P/E meltdown. (4) Even revenue estimates seem to have gotten a big TCJA boost. (5) Raising our 2018 and 2019 S&P 500 earnings estimates to $155 and $166 based on trend growth plus TCJA bump. (6) Following TCJA upward earnings revisions, earnings forecasts should resume usual downward drift. (7) Sticking with 3100 year-end forecast for S&P 500 thanks to strong earnings tailwind. (8) Lots of upbeat earnings indicators.
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