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I was looking forward at the 4th Q reporting season. Started thinking

We have companies that have already reduced expectations that will be reporting against last years 4th Q which was Armageddon.

The dollar has further depreciated (though it is only 7% from Jan 2009 ) which should increase revenue for exporting companies. Especially true if we are in "recovery"

Financials are stabilizing. Maybe not well, but the picture is so much clearer and write downs are being taken.

Companies have trimmed themselves to lean and mean

Companies have cash

If what they say it true, there is a huge amount of side line money in bonds to potentially enter the stock market.

Inventories are low

On December 21, 2008, oil was trading at $33.87 a barrel. It started from a July high of $147.27 . Talk about a hurten put on so many companies that speculate. Hopefully 2009 4th Q has given them time to recover. It should show a huge bottom line difference.

I'm just rambling while I wait to see if i get annihilated today :)


Bears

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