A couple interesting metrics jumped out on the SP 500 EPS spreadsheet this week: The SP 500 EPS estimate has…
The first style-box update for 2022 shows what everybody and their brother already knows i.e. that value is outperforming growth…
Great chart from Mike Zaccardi on Twitter on the “developing” chart in GLD. Mike can be found on Twitter at…
This table is from data courtesy of IBRES data by Refinitiv, which shows how SP 500 EPS “revisions” have softened…
In a few words, the probabilities are likely pretty low. My own opinion was that we (meaning readers, investors and…