The tweet was deleted by the author.
But we saved everything 🙂.
Lance Roberts highlights that quarterly earnings growth is accelerating both in the U.S. and globally. This level of EPS increase is typically observed when economies are emerging from a recession.
He notes that such strong earnings performance is unusual outside of recovery periods.
Roberts has recently examined shifts in other segments of the market. He reviewed the latest surge in semiconductor stocks, focusing on mean reversion and gamma squeeze dynamics. Earlier, he reported that the top 1 percent of U.S. firms now account for nearly 80 percent of sales. These prior observations reflect ongoing concentration and volatility in key sectors.