With 95% of the SP 500 having reported Q4 ’15 earnings, for full-year 2015, SP 500 earnings growth is expected to come it at -1%. The forward four-quarter estimate for 2016 is projecting +1.3%. There is your issue with the … Continued
The SP 500 fell 2.5% today, and is down 5% in the last week. With the SP 500 down about 7.5% YTD already, needless to say, this wasn’t the start expected to 2016. At a Chicago CFA Society luncheon today, … Continued
Within the SP 500 there are 10 sectors that comprise the key benchmark, and it remains my preferred way of dissecting the market for clients, and giving clients an orderly structure or framework to think about the giant morass that … 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