The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through Q2 ’21: Readers should note the improving growth rates in Q3 ’20, Q4 ’20 and Q1 ’21 EPS and the … Continued
JP Morgan reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed up by Bank of America and Wells Fargo on Wednesday. Goldman Sachs also reports Wednesday morning, while Charles Schwab reports Thursday morning before the opening … Continued
The forward 4-quarter estimate for the SP 500 returned to its familiar pattern of sequentially moving higher this week, printing $156.08 vs $155.98 last week. A small increase – yes – but still sequential improvement Here is a picture of … Continued
(Thanks to David Aurelio and Tajinder Dhillon of Refinitiv IBES for providing above data.) Here is what struck me about the above data: 1.) The expected 2020 EPS growth for the Financial sector improved right around the time in July … Continued
Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities over the weekend that is worth the read. (https://laductrading.com/election-risks-and-opportunities/). Agree with Sam on Financial’s, not so much Energy (at least … Continued