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Aug 31, 2017

Strength --across the board-- in the earnings reports in the second quarter is evident in the high number of Very Attractive Sectors in the month of August. Info Tech, Consumer Discretionary and Consumer Staples, Industrials, Health Care (5 of 10 sectors); all of these are Very Attractive.  And Materials is Attractive. This is remarkable, and something I haven’t seen in some time. But reading broadly, it is confirmed. This is the story of this earnings season. The earnings beats are coming in very strong. They are falling into every sector we separate out and look at.