For many weeks of the quarter, SP 500 earnings discussions are bland and droll: outside of the weekly number updates,…
“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.…