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Home › Forums › Financial Markets/Economics › What are you folks doing in your 401k…Specifically, wrto bond funds? › Here is a summary of how well

October 27, 2010 at 6:13 PM #623466
(former)FormerSanDiegan
Participant

Here is a summary of how well companies have done during the current earnings season.

http://seekingalpha.com/article/232537-3q-earnings-scorecard-which-sectors-are-outperforming

Since 1Q 2009 to today the earnings for S&P 500 went from negative, with a negative outlook, to positive and increasing earnings.

IMO the run-up over the past 18 months has been at least somewhat based on fundamentals. Looking forward things may change, but it’s pretty clear that if you look at companies earnings now versus a year ago or 18 months ago, a broad swath are doing significantly better.

Sometimes, stocks and the stock indexes actually reflect what is going on fundamentally with companies as opposed to speculation or reflection of the macro-economic climate. The past 18 months was one of those periods.