Where to Invest Now - Sustainability of rally depends on final demand

1. Economy: Macro data show recovery in process; Final demand iskey issue

2. Earnings: Focus on 2010 pre-provision EPS of $81 

3. Valuation: Market trades at year-end 2009 fair value

4. Money flows: Mutual funds and pension/retirement funds key tosustained rally

>> Where to Invest Now - Sustainability of rally depends on final demand  September 18, 2009 [PDF, 762 KB]