A One-Two Combination for Stocks – Wall Street Journal (subscription)

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One of the best times to buy stocks is when interest rates are falling and profit growth is accelerating. As earnings season kicks off, interest rates and earnings are doing the opposite, and that tends to be a bad time to own shares.

Analysts estimate that earnings for companies in the S&P 500 will rise 7.9% from a year earlier, according to Thomson Reuters I/B/E/S. Exclude the substantial boost from the recovery in the energy…