During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…
How much variance is there around y/y EPS and revenue growth in the Energy Sector ? Here is the historical…
Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…
Last week, the 2020 expected growth rates by sector were noted on the blog here. This week, what has caught…
It might be hardly worth mentioning but looking at the data every week, it’s important to distinguish sentiment from reality…