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
The two sectors highlighted in heavy black borders are the sectors which are seeing higher estimated earnings growth revisions of late, or at least in the case of the Consumer Discretionary sector, higher estimates growth rates over the last … Continued
The Top 10 weights in the SP 500 which constitute roughly 22% of the SP 500 by market cap as of Friday, November 16th, 2016, and thus a substantial portion of the index. To try and get some reality … Continued
There has been little mystery to what has worked this year, with the Technology sector within the SP 500 up over 30% on the year and large-cap growth returning in the low 20% range, YTD. This year, not so unusually, … Continued
“Damn it – don’t ever trust your instincts” – John Cusack as Martin Blank in the all-time-great “Grosse Pointe Blank” Here is a Marketwatch article written by Mark Hulbert on Amazon. I dont know Mark, but while the article might … Continued