David Aurelio of Thomson Reuters is very helpful in getting good sector information on the Thomson Reuters IBES data on…
Each quarter, we get the JP Morgan “Guide to the Markets” which I think is chock full of good…
The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where…
Here is the data: Estimated 2018 SP 500 EPS growth, with accompanying P.E 1/26/2018: +16%, 18.7x 1/19/2018: +15%, 18.5x 1/12/2018:…
Bob Doll, Nuveen’s excellent strategist here in Chicago was on CNBC Wednesday here and he talked about the SP 500 possibly…