Clients know I’m not a big fan of vacations, since even with a laptop and an iPhone, one can feel…
IBES data by Refinitiv will start to publish quarterly bottom-up EPS estimates for the year 2024 after April ‘2 ’23. The…
Accounting for 27% of the SP 500’s market cap, the technology sector is a big deal in terms of both…
Last week, it was an oversight to not post the SP 500 valuation data and relative metrics. Has to be…
The 5-year Treasury yield jumped 27 bp’s last week, from 3.66% the prior week to close, to 3.93% at this…