If you listen to most commentary around SP 500 earnings, it is usally negative (for good reason) particularly since mid-2012,…
John Butters of Factset noticed something that we picked up in our earnings data over the weekend, but since John…
Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…
Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 rose $0.02 this week to $115.71.…
In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed here and our best…