With mega-cap tech / growth up 25.95% this year (Vanguard mega-cap growth ETF, MGK), the semiconductor group is being pulled…
The above spreadsheet shows the relative performance of the various US equity market asset classes, starting with large-cap growth and…
With Walmart’s scheduled earnings Thursday morning, May 18th, 2023, it is thought that the earnings season unofficially ends with Walmart’s…
Rather than bury the lead, the blog will show the increase in the Q1 ’23 SP 500 EPS estimate since…
Promised readers in this weekend’s SP 500 earnings comments that a quick history of the “upside surprise” for SP 500…