Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which of the datasets is most meaningful. This week, this table wasn’t what was expected: The expected y/y revenue growth … Continued
Oracle Corp. (ORCL) the database software giant which has struggled to survive in the new cloud-driven world, reports their fiscal Q1, ’21 earnings tonight. Per Street consensus, EPS is expected at $0.86, on $9.28 billion in revenue for expected year-over-year … Continued
It has been a while since Ibbotson’s Stocks, Bonds, Bills and Inflation (SBBI) data had been seen, since Morningstar bought Ibbotson’s practice years ago and moved the SBBI in-house and stopped offering The Handbook to the investing public. The … Continued
Ahead of the long weekend, here is what the SP 500 earnings data looks like, compliments of IBES data by Refinitiv. Only one name of note will report next week and that is Oracle, one of the 1990’s tech giants … Continued
From Ed Yardeni’s blog on Tuesday, 8/25: “1) GDPNow model tracking at 25.6% for Q2. (2) Citi’s economic surprise index remains surprisingly strong. (3) US flash PMIs flashier than the ones for the Eurozone. (4) NY and Philly business surveys … Continued