Crushing Earnings

Check out the accompanying pdf and chart collection. (1) Earnings on a hot streak. (2) A remarkable earnings hook. (3) Earnings now expected to be up 30% this year. (4) Analysts predicting record-high profit margin. (5) Forward earnings rising in record-high territory. (6) Earnings surprises are widespread. (7) Insanely stimulative policies driving earnings charge. (8) Raising our revenues, earnings, and profit margin forecasts. (9) Just-in-time inventory shortages. (10) A whiff of stagflation in latest M-PMI. (11) The shortage of workers is structural.