Long-time readers know that Bespoke’s research is one of my top picks for “value-added” work, and this weekend’s Bespoke Report…
The SP 500 earnings lessons from the pandemic taught us that sell-side consensus for SP 500 earnings (actual vs estimates)…
A couple interesting metrics jumped out on the SP 500 EPS spreadsheet this week: The SP 500 EPS estimate has…
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…