(This blog is offered free of charge to anyone interested in hearing SP 500 earnings related thoughts / opinions, so be sure and “subscribe” if you wish to get this blog via email anytime there is anything new posted. These … Continued
As a regular Bespoke follower and subscriber, the research service always has a knack of quantifying the important points in the market, and this post today – copies and pasted today from Twitter, articulates exactly what is going on … Continued
5 weeks ago, Jason Zweig of the Wall Street Journal wrote a great article about the loss of trust in the market by retail investors. The title of the article from the March 16th, 2018 edition of the Wall Street … Continued
We are roughly 1/3rd of the way through 2018, and despite a rapid increase in the SP 500 forward estimate for 2018, the benchmark is unchanged on the year as the bond markets and interest rates have started to captivate … Continued
(The weekly SP 500 earnings update will be out early Sunday morning – the close in the 10-year Treasury yield on Friday, April 20th, could be a game changer and SP 500 earnings might take a back seat what is … Continued
The 10-year Treasury yield is two bp’s away from its 2018 high of 2.95% and through that level is 3% – 3.03% which are the 2013 high ticks for the key Treasury security, and once we take out 3.03% we … Continued
Bernie Schaeffer of Schaeffer’s Investment Research published this piece on Sunday, April 15th. (See below the dotted line.) So far the bulls have carried the week, though. ———————————————————- “And while we’re on the topic of XLE extremes, we would be … Continued
Here is a good graph of SP 500 revenue growth, courtesy of David Aurelio of Thomson Reuters I/B/E/S. Although it seems like ancient history, readers can see the burst in revenue growth after the Tech collapse in early 2000’s, … Continued
With the plethora of opinions out in the market about Q1 ’18 earnings expectations. the above spreadsheet should give good perspective on sector earnings and revenue growth looking all the way back to 2014. While the financial media focus on … Continued
A reader asked about Sector P.Es a few weeks ago – haven’t updated the above spreadsheet in a few years: Financials – big jump in earnings growth rate, but i do think a lot of that is Berkshire’s gain. … Continued