The SP 500 is up +8.27% YTD (per the Morningstar data), while expected S&P 500 earnings (EPS) growth in 2023…
Quite a bit happening this week: there is the March ’23 CPI and PPI data coming Wednesday and Thursday of…
The SP 500 weekly data: The forward 4-quarter estimate (FFQE) fell this week to $220.49 from last week’s $221.34, and…
JP Morgan’s Investment Forum in Oak Brook, Illinois, this past week saw Dr. David Kelly kick it off with his…
With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…