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…
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…