In late July ’23 the SP 500 earnings yield was scraping 5% as noted within this earnings update from July…
This chart of Nike relative to the SP 500 shows Nike’s underperformance since the peak in the stock in early…
Roughly half of the SP 500 has reported their Q2 ’23 financial results and the forward estimate has firmed up…
The SP 500 has fallen 8.5% – 9%, the last two weeks. Ugly. The 10-year Treasury yield ended August, ’22…
Thanks for reading this blog this year. Here is our bullish case for 2016, and here is the biggest…