Five – six weeks into the Iran conflict the most surprising aspect to the SP 500 earnings data is that…
This blog post was written in late December ’25 just to think through the various variables impacting equity market returns,…
Pretty fascinating when large-cap growth and large-cap tech and mega-cap is your “contra” trade. Interesting table from Bespoke this weekend…
It’s been a little over a year since writing about Coca-Cola’s (KO) earnings quality and since then, after the calendar…
Next Monday, the 9th of March, 2026, will be the 18th anniversary of this secular bull stock market, which began…