The S&P 500’s 50% Earnings Boom Comes With A Giant Asterisk (SP500)
· seekingalpha.com
Alphabet’s EPS beat boosted Q2 earnings and record margins. Click for more on GOOG and where the big tech leaders are likely to lead the broader market.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...