By Michael Venuto
Published on ETF.com
Equity markets are at or near all-time highs, as are corporate earnings. It may all be too good to be true.
That’s because we’ve identified what we consider to be a quality problem with earnings. That said, we believe by maximizing quality of earnings in a portfolio, we can help investors minimize risks related to what we think are inflated earnings in equity markets.
So, how did we get here, and what is to be done? The common response is that our economy is selling more goods, and therefore earning more profit.