Cash-Repatriation Math on Large-Cap Tech

  With pending passage of tax reform several of the major Tech sector names were looked at to see what percentage of their outstanding shares could be repurchased with repatriated cash from abroad. Most Technology companies disclose in their Q’s … Continued

SP 500 P.E Expansion / Contraction since 1990

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the Barclay’s data is now being tracked (now Bloomberg Barclays Aggregate)on the spreadsheet. The point of today’s post is simply to … Continued

Style-Box Strategy Update and the Most Interesting Tweet of the Week

Late Friday, November 17, 2017 @SentimentTrader posted this to Twitter: Interesting. Will we get the typical seasonal rally into the last 6 weeks of the calendar year ? ———————————————————————————————————- The earnings update will be out Sunday morning, November 19, 2017. … Continued