(1) Peace dividend likely for global economy. (2) A serious shortage of pigs in China. (3) Soaring meat prices inflating Chinese retail sales. (4) Chinese forward revenues and earnings remain subdued. (5) China MSCI is cheap and likely going higher. (6) What’s weighing on NIPA profits? (7) S corporations muddying the waters. (8) Dividend data suggest that underlying trend of profits is upward. (9) National Income shares can be misleading.
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