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Dear Analysts, pundits and Talking Heads on TV,
Apr 11 17:52 pm
|Rating:
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All Comments by Stuart Schaeffer »Options Trader: Friday Outlook - GE Missed! [View article]
If it looks, walks, and sounds like a recession, then it probably is.
Logic would dictate that you should then lower EPS expectations of GE, since it is one of the best individual company indicators of how the US economy is performing.
The formula is simple: US economy in recession + a huge industrial/commercial/... company that is considered to be a bellweather company by most, if not all analysts, should be analyzed vis-a-vis the overall economy.
Not to account for that is negligent analysis and pretty poor research.
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