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…
Some quick stats: As the headline says, the Q1 ’21 SP 500 expected EPS growth rate is now 46.3%; Q2…
Wanted to pen a short note to Jeff Miller, who writes the www.dashofinsight.com blog, who has been hospitalized for months…
SP 500 sentiment is far too bullish, while breadth is not. The bullish sentiment has been well documented and should…