It will be interesting to see how much of the recent move in Treasury yields is a default premium being…
Yellen on Treasury market illiquidity: It’s interesting that Janet Yellen raised the specter of buying Treasuries this past week, without…
Because Nike (NKE) and Micron (MU) reported Thursday, September 29th, after the market close, those companies and the subsequent earnings…
The SP 500’s forward estimate rose again this week, but that will be discussed below. Note the SP 500 PE…
The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…