Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…
JP Morgan (JPM), Wells Fargo (WFC) and PNC Bank (PNC) kickoff Q1, 2019 SP 500 earnings tomorrow, and then next…
Seasonally, the SP 500 is entering one it’s strongest periods of the calendar year. The SPY’s YTD total return as…
The Financial sector is one of client’s overweights and it’s lagged the SP 500 badly all year. Up just 2%…
One of the classic years we saw “PE compression” was 1994, when Alan Greenspan really caught the Street and the…