We are currently overweighted in cash but while earnings aren't great the market tends to climb every wall of worry. Time to put cash back to work!
The market typically bottoms after earnings are cut, but estimates are just starting to decline with forward EPS still up 7% since the market peaked.
While we are having a bit of fun with the semantics, we don’t mean to make light of economic weakness as any slowdown hurts the most vulnerable.
How do you find a balance between the harsh reality of selling on performance with the more strategic and sustainable practice of selling on process?