This post was probably the best blog post on this blog this past year. All returns are as of 11/30/21.…
Looking at the above spreadsheet, this blog began tracking 2022 SP 500 sector earnings growth in early October ’21 since,…
The above spreadsheet tracks “up vs down” EPS revisions for the SP 500 provided by Refinitiv, and as readers can…
Last year at this time, expectations for full-year 2021 SP 500 EPS growth (by sector) looked like this: (All data…
While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…