Apr

14

Gavekal is noting that corporate profits are down except for financials, and feels this is bearish and that the fed should get out of their quant easing and bail-outing. I didn't realize that this is true. A diffusion index of profits versus last year and expectations would be interesting as a predictor.


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2 Comments so far

  1. michael bonderer on April 14, 2011 11:16 am

    Laffer has a recent good piece on this profits data.

  2. Craig Hinderson on April 14, 2011 1:51 pm

    “Laffer has a recent good piece on this profits data.”

    Link if available?

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