Earnings Surprises? Shocking!

excerpts from this week's report:
"Last week’s equity markets produced a wake-up call for the overly optimistic bottom up analysts. But a wake-up call in an undervalued market will not necessarily produce a near term sustainable down market. Therefore, the perfect conditions appear to exist for a befuddled pundit crowd seeking to explain how stocks could possibly rise in the coming weeks as earnings continue to surprise the asleep at the switch bottom-up analyst..."


"The primary support for the near term optimism rests on three key points:

• Valuation
• Investor Psychology
• Seasonal Factors

Allow me to address each in order as follows...":

also in this week's report:

* Expected Return Valuation Model
* Moving Averages Scorecard
* Model Growth Portfolio
* Sectors and Styles Market Monitor
* Key US Economic Indicators

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