My dataset is small (4+), but I am seeing a pattern of well established private cos that wisely battened down the hatches over the last 3 Qs starting to see healthier pipelines and encouraging sales. Seems like the wallets in heatlth care, fin services and mfg are loosening, and the overall pessimism is lowering. This is great news as there will be many opportunities for the strong to take share. The first stage of the shake out seems ending. I am expecting a return to growth for the well managed, a struggle for the weak with an overall rising tide by the end of the year. Hopefully Washington will stay out of the way, let the weak fall and let the strong grow stronger. This will mean jobs, wages that begin to rise and a lot happier time for all...
Is your pipeline growing? Are you feeling positive?
Keep your fingers crossed!
K
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