Reading the headlines this week around the 800 point drop in the Dow, which was the largest point drop ever in one day, but – I think the source was Charlie Bilello at Pension Partners – who noted that in … Continued
After “value” started out 2019 pretty well, outperforming “growth”, large and mid-cap growth have widened the lead again from an absolute and relative performance. What may be even more interesting is that looking at Q4 ’18, and its 13% … Continued
Jeff Miller, (www.dashofinsight.com) had a great title to his blog post this weekend “Get Out, Hide Out or Ride it Out”. It sums up the current market environment perfectly. This blog has always been fortunate to be picked up by … Continued
For 2019, the expected growth rate this calendar year for SP 500 earnings is just 2%. That’s pretty low. For 2020, as of this week, the “expected” SP 500 earnings growth rate has fallen to 11%, down from 12%, an … Continued
This current period of market anxiety really started with the meltdown and VIX spike that began late January ’18. This followed a remarkable period of calm from Q1 ’16 through January ’18 where the SP 500 returned roughly 12.5% in … Continued