Fwd 4-qtr est: $164.11 vs last week’s $163.16 P.E ratio: 16.5x PEG ratio: 0.76x SP 500 earnings yield: 6.05% vs 5.98% last week Year-over-year growth of fwd est: +21.75% vs last week’s 20.9% (Source: Forward estimate from Thomson Reuters “This … Continued
Two charts from two very good technical analysts: The first chart is from Gary Morrow, a hedge fund manager in San Luis Obispo, California. Gary is noting the key level on the TLT, which is $116.51 or … Continued
(This blog’s RSS feed is going away – please resubscribe to this blog at www.fundamentalis.com (no charge) if you wish to continue to receive market commentary.) Readers can see the dramatic ramp in 2018 SP 500 earnings by … Continued
(This blog’s RSS feed is going away or has gone away so please resubscribe at www.fundamentalis,com if you haven’t already. There is no cost to subscribe to the blog. ) Not much difference in the numbers so far this … Continued
Here is the regular “style-box” update for readers that like to stay abreast of the “value vs growth” debate. After 2017’s substantial large-cap growth premium to other styles, 2018 has returned to a more normal market. What is interesting … Continued
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Here are the last 3 weeks closing value for the SP 500: 05/4/18: 2,663.42 4/27/18: 2,669.91 4/20/18: 2,670.14 Here is the last 3 weeks closing yield on the 10-year Treasury: 05/4/18: 2.945% 4/27/18: 2.95% 4/20/18: 2.95% Chart … Continued
A lot of times in the investment business, advisors will take a position (either a purchase or sale, or economic forecast or market call) and then work to justify the forecast, despite everything about the forecast looking wrong. There is … Continued
(This blog is offered free of charge to anyone interested in hearing SP 500 earnings related thoughts / opinions, so be sure and “subscribe” if you wish to get this blog via email anytime there is anything new posted. These … Continued
As a regular Bespoke follower and subscriber, the research service always has a knack of quantifying the important points in the market, and this post today – copies and pasted today from Twitter, articulates exactly what is going on … Continued