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  • Top Line Numbers Not Bad [View article]

    BIG:

    Do the positive revenue surprises reflect growth overseas? The S&P 500 is tilted towarnds non-U.S. sources, and this may influence the numbers. Alternatively, maybe revenue growth simply reflects a global reflation rally (nominal growth rises during a liquidity boom, as at present).

    Nevertheless, revenue surprises are a very valuable signal. If you have geographic data, that would be great.
    Rob
    Nov 10 15:38 pm |Rating: +2 0
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