It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20 SP 500 earnings this quarter ? My own bias coming into Q2 ’20 given the very low expectations, is that … Continued
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
Amid all the doom and gloom, here are the companies that have announced that they will looking to add to their workforce in the coming months: Walmart: 150,000 workers to be hired Pepsi: 15,000 addi’l workers to be hired PapaJohn’s: … Continued
Each quarter Dr. David Kelly, the Chief Global Strategist for JP Morgan and his team, publish the “Guide to the Market” (GTTM) which is 70 – 75 pages chock full of some of the best capital market, economic and … Continued
Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September, 2014, when crude oil was trading around $80 – $100 per barrel and just before the commodity tanked to $28 … Continued