The above spreadsheet tracks “up vs down” EPS revisions for the SP 500 provided by Refinitiv, and as readers can…
Last year at this time, expectations for full-year 2021 SP 500 EPS growth (by sector) looked like this: (All data…
While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…
This week, all the SP 500 EPS metrics continue to look normal: The forward 4-quarter estimate fell $0.06 to $215.97…
Source: Ycharts performance calculator All returns as of 11/30/21 The above table was prepared for a client dinner last night…