SP 500 Earnings Revisions Firmly Negative

The above table is SP 500 estimate revisions that are tracked every week from the I/B/E/S by Refinitiv report “This Week in Earnings”, published every Friday. What is really interesting in the revision pattern is that every Q1 of every … Continued

Great Read from Jag Capital

Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch and its also written in a way that is readily digestible for readers. Today’s piece is from Norm Conley of … Continued

Q4 ’18 SP 500 Earnings Begin This Week

At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are the most important. These positions aren’t really traded and have been core holdings for years, and even though the Financial … Continued