Thoughts on 2015 – A Few Surprises

Thanks for reading this blog this year.   Here is our bullish case for 2016, and here is the biggest worry headed into the last two weeks of 2015, which hasn’t really materialized. We’ll be out with earnings-related blog posts … Continued

Looking at the SP 500’s Valuation

A better title for tonight’s post might be “What is the True Growth Rate of Q1 ’15 SP 500 Earnings ?” since so many look the SP 500’s p.e ratio and draw conclusions from that metric. I asked Greg Harrison, … Continued