Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
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February 2011
1.6K ํ๋ก์ ์ค 15K ํฌ
S&P 500 revenue growth est for Q3 ~ 12%, well above trend
Huge bump from tech (again!) incl semis (+80%)
Meanwhile the Warsh Fed isn't inclined to stop this train. New blog on a still dovish Fed, nevermind the hike ๐
@RyanDetrick @CarsonResearch
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