It is my great pleasure to present you with my notes from the DoubleLine Lunch I attended this past Thursday, April 26th 2012.
“We’ve got big-time economic events, earnings, important central bank meetings, and oh yeah, even elections that have implications for the entire world.”
“Although I like Kanye,” Obama continues, with an easy smile. “He’s a Chicago guy. Smart. He’s very talented.” He is displaying his larger awareness of the question, looking relaxed, cerebral but friendly, alive to the moment, waiting for me to get to the heart of the matter.
You don’t have to be interested in Spain, because Spain is now interested in you, Papi.
Analyst pessimism is the cause for our high “beat rate” this earnings season – but what lies below the surface?
Alright, bring it in, take a knee…two things, guys: