Let’s go through the tables quickly: EPS and revenue growth rate revisions: Data source: IBES by Refinitiv Note that Q2…
Data Source: Morningstar For the first time really since 2016, “Value” is outperforming “Growth” by a material margin. The value…
Data source: IBES data by Refinitiv Starting out with the standard table showing 2021 SP 500 EPS and revenue revisions,…
Channeling my inner Harry Markowitz (that’s a joke by the way, referencing the seminal mean – variance work Markowitz did…
Data Source: IBES data by Refinitiv Updating this one graph every week, it’s truly hard to underestimate the strength of…