Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines, casino’s and gaming, all the problem children were avoided this last bull market. All but the Financials – with clients … Continued
Is the secular bull market now over ? My own opinion is “more no than yes”, even as SP 500 2020 EPS estimates are likely to get hammered over the next 30 – 45 days. The answers to a question … Continued
Clients are being told that the shock of this global pandemic (for the SP 500 and the US anyway) was analogous to a car traveling down a highway at 60 miles per hour, and then suddenly having the automatic transmission … Continued
Apologies for the condensed spreadsheet but i wanted to show readers the consistency (so far) of expected 2020 SP 500 EPS growth. The expected 10% EPS growth today was 12% last June, versus 10% today. Like the good country … Continued