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Do You Believe In Miracles? 2015 Earnings Edition
Quarterly earnings fell (yes fell) 2% from Q4 2013 to Q4 2014 on an operating EPS basis, and as Goldman Sachs notes, was only saved from a much more disastrous fate by Apple. However, don't worry about the mother's milk of markets... From now on, everything looks awesome as the hockey-stick extrapolators project EPS growth to resume in its escape velocity gung-ho, higher interest rates are good way by year-end...
So do you believe in mean-reverting (un-interest-rate-hampered un-oil-price-hampered) miracles? Consensus does.. and expects margins to just keep expanding through 2016.
And while EPS expectations for 2015 are collapsing...
Stocks are back up near record highs..."We are gonna need a bigger mutiple"
Source: Goldman Sachs
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Fuck you Goldman Sachs. The sooner you cunts start padding out the banker suicide list, the better.
Oh, is mommy going to bail you out again when you screw the pooch this time around.
overlay with chart of $SPX - earnings down SPX flyin
The next move by the banking Mafia will be to launch a MASSIVE QE from the U.S.. because the Kyptonite of the Central Banker Supermen is DEFLATION. End of story. (i.e. NO RATE INCREASES EVER)
Yes, not because deflation is bad for the masses but bad for the Bankers, who have ONLY two choices; inflate away the debt or default, the latter being not very subtle and just might be notced, even by the sheeple...
Apple and Obamacare are now the heart of our GDP recovery. I can't wait until the Obamacare IPO. Does anyone know what the stock symbol will be?
UFKD
Feel like the hockey stick gonna spank some people cause apple cant sell that many phones oh ya the watch coming soon to save the year so never mind colapse in 2016 enjoy the year and no worries no jobs no money but hey we got plastic
2016 is an election year. Can't have a faliure that year.
Higher deficits, moar taxes, moar woar, nothing tangible for all those trillions.
"Hope is the enemy."
I say "higher rates" (taper continues) otherwise there is no way to get out ahead of all the lurking financial catastrophes from the blow up in oil/coal/Detroit/etc.
The Bankers might not care about the gold or even his Bank anymore but maybe "the war machine" does.
Clearly there has never been a recovery save for in the dollar.
"Oh, sit right back and you'll hear a tale
A tale of a fateful trip
That started from a tropic port aboard a tiny ship...
The Taliban
And Isis too
Czar Putistan...and his wife.
The CIA and NSA!
Here on Mulligan's Isle!
Tyler you're a "buzz Kill". I have my list written out, and thought no~one would notice.
After THE TRANIES and most LOST tomorrow. I'll post my comment. ;-D
Not unless the cash sitting in overseas subsidiaries magically gets a deal from Congress (US Chamber of Commerce is pushing REAL HARD on it) to come home and juice alot of stock buybacks in Q3 and Q4. S&P companies are already running lean and have been since '10 with I would bet a greatly reduced headcount yet in the US compared to '08.
And you probably think Russia and the U.S. are enemies
Boeing To Maintain Programs With Russia’s VSMPO To At Least 2022
Ford To Roll Out 6 New Models in Russia
Russia To Get Military Base In E.U. Country – Report
Louisiana’s LQT Delivers Oil Rig Housing To Sakhalin Russia
U.N. Food and Agriculture Organization (FAO) Opens Liason Office In Russia
IBM Opens Finance Processing Center In Russia
U.S. Martin Engineering Opens New Business Division in Moscow
Russia Like The U.S. Wants U.N. to Manage Internet Infrastructure
Gerald Celente: Americans brainwashed into believing ‘Russia is enemy’, even in business
The consensus of wall street accountants isn't worth a bucket of fracked "it won't harm the aquifer" water. It all starts with cooking the books, of course.
I, too, see much more qe to come. Not porn movie although there is fucking involved.