2019 est: +10% 2018 est: +12% 2017 est: +11% 2016: +1% 2015: -1% 2014: +8% 2013: +6% 2012 +6% 2011:+15% 2010 +40% This blog may be out with a few sector updates over the weekend (or maybe not) but tonight’s … Continued
Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of the asset class between 2001 – 2007 given all the money that flowed into the asset class after Technology collapsed, … Continued
95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters I/B/E/S. By the end of this coming week, April 28, ’17, about half the SP 500 will have reported their … Continued
In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns of the Nasdaq Comp and the Nasdaq 100, as the SP 500 rose 11.9% last year and the Russell rose … Continued
What is it about the 2,100 level for the SP 500 ? From LPL’s Ryan Detrick’s twitter feed too. In mid-February ’16, Justin Lahart of the Wall Street Journal wrote an excellent article suggesting a “recursive loop” was in effect, explaining … Continued
With Walmart’s fiscal Q1 ’17 earnings report of last Thursday now out of the way, it is thought that – officially – the calendar Q1 ’16 earnings season is now over. Per Thomson, 474 of the SP 500 companies have … Continued
The Weekly Earnings Update is already done, but this comment on the Energy sector takes precedence in my opinion in terms of the weekly earnings commentary. There are a couple of reasons I think Energy remains the key to this … Continued
Yesterday, on this blog, we articulated the bullish case for stock prices for 2016 (here), referencing and linking to some of my favorite sources. One of the mistakes i learned from the late 1990’s and 2007 was NOT giving freight … Continued