August 30th, 2014 Urban Carmel The 2Q earnings season is over. Per Fact Set, earnings grew at 7.7% yoy and sales grew 4.5%. These are the strongest results in several years and, remarkably, they are coming when the bull market is already more than 5 years old. The sales growth rate was particularly strong. Analysts had expected 3.7% in 2Q. The co…