We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The math is simple as Baron detailed it: he assumed a 6.5% average annual return for the Dow 30 for a … Continued
So much will be written this weekend about the FOMC meeting Wednesday, but here is the snapshot of the CME fed funds future contract probabilities as of Friday, July 26th, 2019. Sure looks like we get a 25 bp … Continued
Source: IBES by Refinitiv sector data Here is the historical EPS and revenue growth by sector for the SP 500, which helps us compare and contrast what went on in late 2015, early 2016, with today’s growth rates (or … Continued
The two US dollar proxies followed regularly are the UUP and the DXY. The UUP is a tradeable ETF, but it generates a K-1, therefore I stopped buying it for clients. Both the DXY and the UUP have identical … Continued
Here is the historical and prospective SP 500 revenue growth per the latest IBES data: Q4 ’19: +6.4% (est) Q3 ’19: +5.0% (est) Q2 ’19: +4.6% (est) Q1 ’19: +5.0% (est) Q4 ’18: +5.1% (actual) Q3 ’18: +9.5% (actual) Q2 … Continued
Revenue Period S&P 500 Total 2020E 2019E 5.4% 2018E 8.4% 2017 6.6% 2016 1.1% 2015 -3.6% 2014 3.9% 2013 1.5% 2012 1.7% Source: Refinitiv IBES Thanks to Tajinder Dhillon, part of David Aurelio’s team at Refinitiv IBES, the old … Continued
David I. Templeton of Horan Capital Advisors out of Cincinnati, posted this Q3 ’18 SP 500 revenue update to Twitter (@HoranCapitalAdvisors) on Saturday, October 27th, 2018. It’s important info, but to supplement David’s work, let’s take a look at … Continued
Here is a quick history of the SP 500’s y/y revenue growth since early 2015: Q3 ’18: +7.3% (est) Q2 ’18: +10.0% Q1 ’18: +7.3% Q4 ’17: +8.0% Q3 ’17: +6.0% Q2 ’17: +5.3% Q1 ’17: +7.7% Q4 ’16: +5.0% … Continued
The weekly earnings commentary will be out tomorrow, i.e. Saturday, August 4th, 2018. However today, I thought readers would be interested in looking at some “SP 500 Revenue” stats. 1.) Despite being the sector showing the fastest EPS and … Continued
Here is what the Street is expecting – by sector – for Q2 ’18 revenue growth: Energy: +19.9%, vs +17.8% as of April 15, 2018 Basic Mat: +13.2%, +11.3% as of April 15, 2018 Technology: +12.4%, vs +10.9% as of … Continued