At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…
Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…
Per Thomson Reuter’s This Week inĀ Earnings, the forward 4-quarter earnings estimate for the SP 500 fell $0.89 this week…
Assuming that the Santa Claus rally started in earnest yesterday, we’ve just finished our 5th correction in the SP 500…
Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14,…