Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The June 8th reversal for the semiconductor sector and the QQQ’s was significant. Here is how the Q’s and some key … Continued
B.I.G._Tips_-_Nasdaq_100_Epic_Streak (1) With so much investment-related information data, available daily on a plethora of blogs, Twitter, not to mention the mainstream financial media, every week there is just an enormous amount of market-related data to sift through. The above chart … Continued
Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of the asset class between 2001 – 2007 given all the money that flowed into the asset class after Technology collapsed, … Continued
To cut to the chase, here is the chronological progression of the SP 500’s forward growth rate: 5/5/17: +9.8% 4/28/17: +8.2% 4/21/17: +8.3% 4/14/17: +8.3% 4/7/17: +8.3% 3/31/17: +6.06% 3/24/17: +8.96% To be frank with readers, I’m surprised at the … Continued
In two words, SP 500 forward earnings look “pretty good”. Per Thomson Reuters “This Week in Earnings” Q1 ’17 SP 500 earnings have grown +13.6%, but against an easy compare from Q1 ’16, with 288 SP 500 companies having reported … Continued
Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update to the three favored sectors as Q4 ’16 earnings season began: FC – sectorupwardrev122516 (The spreadsheet is dated 12/25/16, but the … Continued
Here is a longer look at the annual SP 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth (est. per Thomson Reuters I/B/E/S) 2017: $132.65 or +12% expected y/y growth (est. per Thomson Reuters I/B/E/S) 2016: $118.01 or … Continued
fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings growth, at a time when the pattern is usually downward, in terms of the direction of expected earnings growth revisions. … Continued
sector_snapshots_120116_42i-1 – A quick snapshot from Bespoke’s regular Thursday Sector update, shows that Technology is officially oversold. Not a surprise if you’ve been watching the trading action of late. All the FANG stocks, i.e. Facebook, Amazon, Netflix and Google are down … Continued
Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all eyes should be on 2017 SP 500 earnings estimates and the potential impact from not just personal tax rate reductions, … Continued