Relevant and even prescient commentary on news, politics and the economy.

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PRODUCTIVITY AND THE STOCK MARKET

…for example, is still carrying a bottoms up forecast of some 20% EPS growth for 2011. The recent stock market volatility — it’s interesting that stock market is only volatile…

Stock Market Adjustment

The stock market is adjusting to weaker 2011 economic and earnings growth. Business executives, analysts and economists have yet to reduce their 2011 estimates, So the important question is how…