By next Friday, October 2nd, 2015, readers will know what the September ’15 jobs report looked like, and what the new “forward 4-quarter” estimate is, for the SP 500. Primarily because of the nature of capitalism, and expense control, there … Continued
FC2016(ests)92315 The above spreadsheet, gives an early look at what consensus analyst expectations are expecting for 2016. A couple caveats for readers: 1.) These estimates are constantly changing; 2.) 2016 sector estimates won’t get much freight until the Q3 ’15 … Continued
Statistically, the next 5 trading days are one of the weakest in terms of weekly SP 500 returns according to Ryan Detrick, a guy who does some of the best statistical and charting work in the blogosphere and on Twitter. … Continued
Rick Santelli, the heated and impassioned CNBC reporter who actually provides some good technical info from the floor of the CME, has been talking about the importance of closing yield on the 2-year Treasury of 75 bp’s or greater and … Continued
Having been in and around the investment business for many years, and witnessing more than a few interest rate cycles, the one thing that struck me, at least under Alan Greenspan’s leadership and then seemingly followed by Ben Bernanke, is … Continued