It always fascinates me to see changes in the SP 500 earnings and revenue data and how it correlates to the actual index or market action. Was 2017’s 21.8% SP 500 index return discounting the 2018 “expected” EPS growth of … Continued
The SP 500 fell 5.95% this past week, and is now down 2.91% year-to-date. How is Q1 ’18 revenue growth looking as we head into the start of Q1 ’18 earnings ? This blog has typically focused on SP 500 … Continued
The drop in crude oil this week, definitely got everybody’s attention as the SP 500 once again seems to be closely correlated with the trading of crude oil, causality or not. This blog has been telling readers to watch Q4 … Continued
The headline on this week’s Thomson Reuters “This Week in Earnings” is that SP 500 earnings are +3.6% after 300 of the SP 500 have reported their 3rd quarter, 2016, results. Ex-Energy, SP 500 have grown +6.7%. About a month … Continued
Exxon-Mobil (XOM) and Chevron (CVX) report this coming Friday, and since Energy has been the biggest drag on the SP 500 in terms of earnings growth the last two years, and Exxon and Chevron constitute the lion’s share of the … Continued