Analysts project the biggest earnings growth for the S&P 500 since 2011 this quarter. But retail companies are bracing for pain. You see, while Amazon has soared, brick-and-mortar shops have been dying a slow death. And Target is the next victim.
The latest funds-flow data hints that investors are getting skittish. Stock funds are under heavy selling pressure. Meanwhile, bond funds are suddenly in favor. I asked my senior analyst, Martin Hutchinson, to make sure our readers are prepared for a correction.