2015: Big bull - tired, but far from dead yet

Consensus said:

Investors becoming more concerned about US earnings and frothy valuations

We said:

Q3 S&P earnings, seasonally adjusted, could be up handsomely despite a significant rise in the dollar as EM currencies weaken. The profit recovery in the US and Western Europe has further to go. (LSR Daily Note 27th October 2015)

Outcome:

S&P 500 rose from 2080 at time of writing to 2141 12 months on and continued to set record highs through December 2016.

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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