Minyanville Article: Sustainability Should Top the Economy's To-Do List

This week's Minyanville article last week's posts along with yesterday's Beyond the Sound Bite interview with Subodh Kumar.

"I'm becoming increasingly convinced that the upcoming earnings season will produce bifurcated results with larger companies generating at or above consensus results while smaller, more US-centric companies come in at or below consensus readings..."

"With credit availability still constricted, deleveraging still underway, and consumer balance sheets still in repair, expecting a robust economic advance and a further equity marketrally to emerge out this soup of stress is a concoction only for the most optimistic and most hidebound to formulaic thinking (such as low inflation justifies above average P/Es)..."

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