Saturday’s blog post declaring that the SP 500’s “earning yield” as of Friday, December 14th’s close, was the highest since…
Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…
The SP 500 is down roughly 10% – 11% from its late September ’18 high and yet market bearishness is…
This was a relevant post by David Templeton of Horan Capital Advisors this week. I thought it was best addressed…
That is the whole dynamic in one simple sentence. 2019 SP 500 earnings expectations have been expecting slower growth for…