With Walmart (WMT) and Nvidia (NVDA) expected to bring the unofficial end to Q1 ’26 SP 500 earnings this week,…
1.) The biggest beneath-the-surface issue with the late 1990’s rally vs today’s market in large-cap tech and growth, was actually…
With the rapid growth in SP 500 earnings since January 1 ’26, there has been a lot of new earnings…
The optics aren’t the best but these “annual return” updates run every few months can show how distorted long-term returns…
Source: LSEG The above chart from LSEG’s, “This Week in Earnings” shows the progression in both sector and SP 500…