Check out the accompanying pdf and chart collection. (1) Great fundamentals for S&P 500. (2) Earnings jumped about 50% during H2-2020, with revenues up about 15% and margin up 30%. (3) Impressive and surprisingly widespread rebound in profit margin. (4) Rising costs weigh on profit margins of users but boost margins of suppliers. (5) Analysts continue to raise their earnings estimates for this year. (6) Biden corporate tax hike likely to take a bite next year. (7) Floating on a sea of liquidity. (8) Capital markets wide open. (9) Government’s visible lending hand averted widespread bankruptcies. (10) SPACs’ shell game may be over now that there is a new sheriff at the SEC.
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