By the end of this week, we will have heard from about 60% of the SP 500 in terms of Q1 ’16 financial results. How have expectations changed for Q2 ’16 and for full-year ’16 since April 1 ? Using … Continued
The above chart, cut-and-pasted from MacroTrends, is an excellent pictorial of the price of gold bullion since the early 20th Century. I was in college back in the late 1970’s, early 1980’s when gold was hitting its peak, which … Continued
In 2014, I managed to avoid the Energy sector for clients, almost entirely, owning no Energy (crude oil or natural gas) companies and selling Halliburton near $70 during the summer of 2014. Unfortunately, like a golfer that eagles one hole, … Continued
When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised an update on the group to readers. Industrial’s are roughly 10% of the SP 500 by market-cap weight. Here is both … Continued
This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this straight: when AA was part of the Dow 30 and led off earnings season, it mattered, but now that it … Continued