While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…
Dr. David Kelly and his team at JP Morgan put together – each quarter – one of the best capital…
This blog post on the credit markets on May 5th, gave the first reference to the SP 500 being flat over…
With 497 of the SP 500 having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…
A little more discussion on 2019 SP 500 EPS estimates and looking into next year. Staying away from sector estimates…