Looking at all the data this past week, the metric that jumped out was the 15 basis point climb in the 10-year Treasury yield from 2.85% to 3% even as CPI came in softer-than-expected. Thomson had Oracle reporting this past … Continued
With next weekend being the anniversary of the Lehman bankruptcy, this coming week the financial media will likely be flooded with stories, recollections, “the wisdom of hindsight” type of reflection (and it’s starting already), that is helpful in not repeating … Continued
Updating the weekly numbers: (Thomson Reuters) Fwd 4-qtr est: $169.21 vs last week’s $169.13 P.E ratio: 17x PEG ratio: 0.77x SP 500 earnings yield: 5.83% vs last week’s 5.88% Year-over-year growth of fwd est: +22.39% vs last week’s +22.20% With … Continued
https://www.nuveen.com/bob-doll-weekly-commentary The above link is to Bob Doll’s research piece found on Twitter on 8/24/18 and in the Nuveen research commentary, Bob wonders if “corporate” earnings will weaken in the 2nd half of 2018. From an analytical perspective, and just … Continued
From the Thomson Reuters earnings data: Fwd 4-qtr est: $169.19, down a smidge from last week’s to $169.25 PE ratio: 16.85x PEG ratio: 0.75x SP 500 earnings yield: 5.94% vs last week’s 5.97% Year-over-year growth of fwd est: +22.40% vs … Continued
Here’s the data: Fwd 4-qtr est: $169.25 vs last week’s $169.24 PE ratio: 16.7x PEG ratio: 0.75x SP 500 earnings yield: +5.97% vs last week’s +5.96% Year-over-year growth of fwd estimate: +22.38% vs last week’s +22.27% (Source: Thomson Reuters IBES … Continued
It might be hardly worth mentioning but looking at the data every week, it’s important to distinguish sentiment from reality and for the Energy and Tech sectors there has been a little bit of softening in Q2 and Q3 ’18’s … Continued
The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and investment-related topics on the Street. Bespoke, founded by Paul Hickey and his team years ago, came out of Laszlo Birinyi’s … Continued
Having lunch with a client yesterday in downtown Chicago, the discussion around the market was how today’s SP 500 action is nothing like the 1990’s. Bespoke noted this week that Tech’s market cap weighting within the SP 500 is 26% … Continued
From Thomson Reuters “This Week in Earnings”: Forward 4-qtr est: $168.26 vs last week’s $168.23 PE ratio: 16.6x PEG ratio: 0.79x SP 500 earnings yield: +6.01% vs last week’s 6.10% Year-over-year growth of fwd est: +21.14 vs last week’s +20.85% … Continued