The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…
As of 5/6/22: SPY YTD return: -13.13% Barclay’s Aggregate (AGG) YTD return: -10.42% Standard 60%/40% benchmark portfolio return: -12.05% Despite…
SP 500 YTD decline: -12.99% Barclay’s Agg YTD decline: -9.43% 60/40 portfolio YTD decline: -11.57% At the FOMC meeting this…
This graph is from the first page of Refinitiv’s “This Week in Earnings” and it gives a different look…
Click to expand the above chart, which is the CBOE’s 10-year Treasury Yield contract or TNX. Picking interest rate bottoms…