Market Not Buying Forward P/E Estimates [View article]
Wait til we see how much off balance stuff comes back onto the books!Credit bubble will be FAR worse for stocks than a speculative bubble in equities themselves.It will dry up business and earnings growth (read P/E) like a desert wadi in summer.Market IS pricing in lower earnings,but will need to do 10-30% more.
Financials, Consumer Discretionary to Drag Down Q1 EPS Growth [View article]
Market Not Buying Forward P/E Estimates [View article]