U.S. earnings and margins are peaking

June 30th, 2012|by Michael Ashley Schulman, Perspectives, The Big Picture|

U.S. earnings and margins are peaking, China may surprise by devaluing its currency, and the fate of France depends on its banks; welcome to the third quarter of 2012.

 

Both before and after the financial crisis of 2007/08 investment performance was highly correlated amongst sectors. Now, in an attempt to aid global economies, it is the […]