Apologies for the delay in getting this out this week. The forward 4-quarter estimate for the SP 500 fell slightly…
When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised…
SP500corrections The above link updates our correction history. The current correction, at which the SP 500 peaked at 1,991, is…
Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates…
We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s,…