The big tech sector earnings reports on Thursday, October 26th, 2017, led to a big upside day for the Nasdaq yesterday, Friday, October 27th, 2017, as the Nasdaq closed the trading day 2.2% higher, its best day since the day … Continued
Still trying to use the Snipping Tool on Office 10, so excuse the 2nd grade, “paint by numbers” quality of the Excel table/chart. The above table shows the first 8 years of this bull market in the SP 500 versus … Continued
The forward 4-quarter estimate this week jumped to $142.25, up from last week’s $141.90, and what’s unusual about that is that – as we progress through a quarter – the trend is typically downward. (You’ve heard this here before.) So … Continued
Personally, Ive always felt that stock markets corrections are like sudden death: you know it’s coming, just not the timing or the form it will take. What will the next stock market correction look like ? Wider Credit Spreads would … Continued
FC-eps estimate revisions With the big banks reporting this week, and a slew of SP 500 components reporting next week, the one data metric tracked each week is the “upward vs downward” estimate revisions within the SP 500. The above … Continued
The big banks start reporting their Q3 ’17 earnings tomorrow, Thursday, October 12th, 2017 and regardless of what the results look like for JP Morgan (JPM), Citigroup (C) or the Friday releases, I do like the sector longer-term for clients … Continued
While big banks kick off the Q3 ’17 earnings season this week, readers can get a leg up by looking at Q4 ’17 estimates and seeing which sectors have seen the highest earnings revisions since July 1, ’17. Per Thomson … Continued
If you are not a Bespoke subscriber you should be since – for a very reasonable price – you get to read great research every week. (And Paul Hickey never gives discounts – to me anyway- for plugging his product.) … Continued
Dr. David Kelly and jos team at JP Morgan publish some of the best research i read each quarter in JP Morgan’s quarterly “Guide to the Market” and within that 75 page summary each quarter is a valuation table … Continued
With a clean quarter-end cutoff this weekend, I thought it would be a good idea to update the style box or “Value vs Growth” analysis done for readers every 6 weeks. Likely thanks to the rally in Energy, “Value” … Continued