IT: The Lagging Indicator

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Even the most dismal of dismal scientists would admit that the US economy has improved in the past year. Nearly 80 percent of the S&P 500 has beaten analysts' profit forecasts and 67 percent have exceeded revenue expectations in the fourth quarter of 2009. In fact, economic growth at the end of 2009 was stronger than it's been in years and most financial experts expect good numbers in the first quarter of 2010.

That would be an official end to a bruising recession.

Thankfully, other data supports

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