This table is from data courtesy of IBRES data by Refinitiv, which shows how SP 500 EPS “revisions” have softened…
The big issue for the SP 500 and the US stock market (in my opinion) is that – after the…
Technically, Q4 ’21 earnings releases will last another 3 weeks or so and then Q4 ’21 will be done. Since…
With the 5.3% decline in the SP 500 this week, the “earnings yield” jumped to 5.1% at Friday’s close, reaching…
This blog’s start this week, will be completely different, since we’re starting with some bond market commentary and thoughts. The…