The Black Swans From Japan

All eyes are on EPS this week.

To make the right investment decisons I suggest you look to the small cap value stocks. Small Cap Value has ALWAYS outperformed the large caps when the following scenarios are in place.Rising rates, Strong Dollar, Looming Recession or Early Recovery

To understand why Small cap value outperforms is to understand their source of earnings and revenue.  I uploaded a copy of earnings estimated to SCRIBD.  Don’t pay attention to the commentary, pay attention to the ESP estimates.


As you can see from the blue lines, the analysts are thinking earnings in the big caps will be growing at a rapid clip

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