While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration…
Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…
The full update will be sent out later this weekend, probably Sunday night or Monday morning since travel is required…
Client meetings since January 1 have kept the blog posts at a minimum. Two consistent questions from clients: 1.) How…
In this weekend’s SP 500 earnings update, it was mentioned that first quarter’s of the year can see negative EPS…