Earnings Above Trend….Is that Good?

Our friends at Sitka Pacific Capital Management have launched a strategy and research initiative.  It focuses on many of the topics we enjoy reading about, including market cycles, fundamental trends, valuations, and macroeconomic issues, among other things.

It is a paid letter, but they let us share an issue below (and it’s a good one!).  A quick picture before the download:



Download PDF here:

June Issue