Dr. Ed Yardeni who has been very bullish on earnings now believes that even if we don't have a recession earnings will slow dramatically next year and fourth quarter earnings are likely to have more negative guidance and downside surprises. We think he may be a tad optimistic from looking at the information he...
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Unsurprisingly the long term bearish Albert Edwards looks at the recent declines in productivity (and the associated rise in Unit Labor Costs) and sees profit margins falling a lot. Where have we heard that before?Thus investors are urged to "Time to stiffen the sinews, summon up the blood and gird the loins."
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As I noted earlier, Dale Franks was curious about how Harley Davidson (HOG) would do on its latest earnings release: One earnings report to watch this week, though, is Harley-Davidson (HOG). It’s a solid company with a loyal customer base—I’m one of them actually—but, motorcycles are a luxury item. For every guy like me...
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