Thursday, December 6, 2012

‘Top 10′ Stocks = 88% of S&P 500′s Earnings Growth

This is a half-interesting fact (and graphic), found on The Big Picture blog.

 

HERE IS THE PROBLEM WITH THIS:

(a) what was the same metric one year ago? In 2009? In 2007?

(b) Without context, all of this is just a factolito . . . interesting, but worthless.

(c) Barry Ritholtz is a great blogger, but he has a full time job. I’m sure if he had had the time, there would be some kind of historical info here.

But still: Standing alone, it means . . . little.

Source: http://electricalcontractor.com/?p=7245

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