The SP 500 earnings yield (SP EY) jumped back over 5% on Friday, March 27, 2026, to end the week…
Nike, (NKE), the beleaguered sports footwear and apparel giant reports their fiscal Q3 ’26 financial results after the closing bell…
Five – six weeks into the Iran conflict the most surprising aspect to the SP 500 earnings data is that…
This blog post was written in late December ’25 just to think through the various variables impacting equity market returns,…
Pretty fascinating when large-cap growth and large-cap tech and mega-cap is your “contra” trade. Interesting table from Bespoke this weekend…