Thoughts on 2015 – A Few Surprises

Thanks for reading this blog this year.   Here is our bullish case for 2016, and here is the biggest worry headed into the last two weeks of 2015, which hasn’t really materialized. We’ll be out with earnings-related blog posts … Continued

3.15.14: SP 500 Earnings Update:

Per Thomson Reuters, the “forward 4-quarter” earnings estimate for the SP 500 actually rose $0.02 last week from $118.87 to $118.89. The p.e ratio on the forward estimate is now 15.5(x), while the PEG ratio is 2.50(x), still towards the … Continued