In yesterday’s SP 500 Weekly Earnings Update, I tried to lay out the case for Technology and Industrial’s overweights, while quantifying the drag that the Energy sector was having on SP 500 forward earnings estimates. The question on just how much … Continued
According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.37 this week, from $112.39 to $112.02. Given the SP 500’s 2.17% increase for the week, the p.e ratio for the SP 500 as of Friday, March … Continued
Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice versa), and these days, when it comes to the capital markets, politics matters. Each day we seem to go back … Continued