We’ll be out with our 2014 thoughts later this week, although we think 2014 could be another decent year for…
Being big fans of how SP 500 sector earnings growth estimates change over time, particularly as the estimates trend versus…
We are starting to see a little life in the commodity sector. This weekend (12/28/13), one of my former fellow…
Per ThomsonReuters, the “forward 4-quarter” SP 500 earnings estimate fell this past week to $116.94 for a $0.71 decline. The…
One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…