FCSP500revgro(qtrly) The above link shows the recent history of SP 500 revenue growth dating back to q1, 2000. Readers get to see the SP 500 over a few cycles, with my comments in the margins. What is fascinating to me … Continued
A little late getting out this week… We are going to start off the Linkfest with a corporate credit topic: the continuing erosion of credit covenants, which will have its biggest impact on the high-yield corporate bond market. Here is … Continued
Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s $123.04. The P.E ratio on the forward estimate using Friday’s SP 500 close is 16(x), for expected growth of 7% … Continued
http://www.bespokeinvest.com/thinkbig/2014/6/27/first-half-coming-to-an-end.html Click on the above link from Bespoke and you will see all the various returns by asset class for year-to-date, 2014. It would have been helpful to get the data as of Monday night, but as the old saying … Continued
We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in town for the Morningstar throw-down. Mark Peterson, BlackRock’s Director of Investment Strategy and Education led off the 4 presentations with what I thought … Continued