While Treasury yields have rallied sharply over the last three weeks (since the end of August) it looks like the…
If readers click on and expand the following spreadsheet, its shows the weekly progression of SP 500 EPS estimates (since…
To say that we are in an unusual period for SP 500 earnings isn’t an exaggeration given the continued upward…
While the SP 500 is up 10.72% YTD as of Friday, 8/29, so in fact is the Barclays Aggregate and…
Pretty hard to believe, given what we were facing in early April ’25 with “Liberation Day” but the estimated SP…