Oracle (ORCL) is the only company that reports this week that this blog follows with any frequency. The stock is…
One of our favorite sources of capital markets research is the Bespoke work and the weekly Bespoke Report. Once again,…
The next 5 weeks will be very slow for the number of SP 500 earnings revisions, as we are now…
It was exactly one year ago today – September 1, 2020, that mega-cap tech stocks stopped being momentum stocks within…
The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond…