First off, a quick “hat-tip” or shout-out to Nicholas Colas and Jessica Rabe at DataTrek Research,…
Using Refinitiv’s Earnings Aggregates published this morning, Friday, May 22nd, 2020, and updating our spreadsheet, readers can see the…
This weekend’s Weekly Earnings Update which was really the SP 500 forward earnings curve is/was another sign that SP 500 earnings…
(Estimate source is IBES data by Refinitiv, This Week in Earnings) This has been a common theme the last few…
Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to…
