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…
A reader asked last week what was driving the SP 500 earnings growth, and while you could write a book…
Earlier this week, the LSEG put up their quarterly earnings preview, and included within was the “market cap weight vs…
Here’s a table that Refinitiv publishes only occasionally, but it’s valuable since it gives perspective on the SP 500 sector’s…
There is a few similarities between today’s SP 500 and the SP 500 back in the late 1990’s. Ed Yardeni…