The SP 500 earnings yield has retreated again down to close to 5% at 5.20%. This level is always worrisome.…
Great graph from David Aurelio of IBES by Refintiv on SP 500 subsectors seeing an earnings revision impact, some…
Source: “This Week in Earnings”, IBES by Refinitiv To cut right to the chase, the overall “estimated” SP 500 earnings…
Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…
Client meetings since January 1 have kept the blog posts at a minimum. Two consistent questions from clients: 1.) How…