“Fed Model” fans are familiar with the SP 500 earnings yield, since it is the Fed Model calculation that subtracts…
Factset had the most cogent metric this week, with their weekly “Earnings Insight” by John Butters noting that, thanks to…
Here is our update on the SP 500’s “market cap vs earnings weight” of the 10 SP 500 sectors: FC…
FC-eps estimate revisions The above spreadsheet tracks “upward / downward” revisions to the Russell 3000 every week of the year.…
Each year around this time, halfway through the calendar 4th quarter, a stab is taken at trying to calibrate next…