Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities over the weekend that is worth the read. (https://laductrading.com/election-risks-and-opportunities/). Agree with Sam on Financial’s, not so much Energy (at least … Continued
Jeff Miller, over at A Dash of Insight, posted this missive (www.dashofinsight.com/weighing-the-week-ahead-should-investors-change-course-because-of-the-potus-diagnosis/) this weekend questioning whether investors should chance course over the President’s Covid-19 diagnosis ? (The blog is currently under reconstruction, so the “link” function isn’t working properly. This … Continued
Every quarter, JP Morgan’s Dr. David Kelly and the JP Morgan Research team publish their “Guide to the Market”, which is a 70 – 75 page look at the capital markets, the economy, Fed policy, the dollar and any other … Continued
One of the spreadsheets kept since 2011 is the actual EPS and revenue growth by quarter and by sector for the SP 500. One observation that jumped out when updating the actual Q2 ’20 growth rates today was that the … Continued
Almost a month ago this chart (http://fundamentalis.com/?p=10598) was posted. and what got my attention after the article was posted was the “average, annual return” for large-cap stocks, from 1916 – 2019. For 94 years, the “average, annual” return for large-cap … Continued