This Alarming Statistic Could Rattle the Record Run in Stocks

Earnings growth expectations for the next few years stand at 10%, according to Andres Garcia, CEO of Zoe Financial.
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Earnings growth expectations for each of the next two years stand at roughly 10%, according to Andres Garcia, CEO of Zoe Financial.

Garcia said that's a high hurdle to overcome.

That's why he's in favor of focusing on overseas stocks, such as emerging markets. Though Garcia thinks investors should still maintain some exposure to the United States.

Earnings growth for the current reporting season is 2.1%, according to FactSet.

IBM (IBM) - Get Report reported better than expected guidance on Tuesday.

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