Jeff Miller published a timely article over at www.dashofinsight.com this weekend. Jeff wondered aloud if it was time to do some hedging, and it was the right question given today’s action. This blog’s article from last week – “Planning Ahead … Continued
As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the late 1990’s are unmistakable: the incredible out-performance of Tech as the top SP 500 weight, the vortex it has created … Continued
Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500 EPS and revenue is expected to occur in Q2 ’20. Lots of discussion late last week and early this week … 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
That’s the $64,000 question today: will SP 500 earnings hit their trough with the Q1 ’19 earnings reports set to start in the next two weeks ? Prior to last year’s distortion of the typical quarterly earnings revisions thanks to … Continued