Per Bespoke, bullish sentiment is at a 3-year low (according to Bespoke’s sentiment work published late this week), and with…
“Fed Model” fans are familiar with the SP 500 earnings yield, since it is the Fed Model calculation that subtracts…
Stocks Versus Commodities The above link is a chart from “This Week on Wall Street”, a blog run by Doug…
With companies holding their annual investor days throughout December, the earnings estimates will start to take shape for full-year 2016,…
Factset had the most cogent metric this week, with their weekly “Earnings Insight” by John Butters noting that, thanks to…