It was exactly one year ago today – September 1, 2020, that mega-cap tech stocks stopped being momentum stocks within…
The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond…
This article has been a long-time coming, and will discuss the shortcomings of managing your stock market risk based strictly…
SP 500 EPS are (is ?) expected to grow 44% in calendar 2021 per the current IBES / Refinitiv numbers,…
This table is from IBES data by Refinitiv’s weekly “This Week in Earnings”, just with a longer perspective. Every single…
