Data Source: Factset
For the last 4 weeks I have been pounding the table that, “what no one is expecting is the possibility that earnings estimates for 2020 (S&P 500) will actually start to go UP (as the China deal is passed and CEO/CFO visibility and confidence returns)!” Continue reading “2020 Earnings Guidance moves UP!”
James Branch Cabell, “The optimist claims we live in the best of all possible worlds, and the pessimist fears this is true.”
In many of his campaign rallies, President Trump said, “you’re going to start winning so much that you’re going to beg that I can’t take it anymore!”
Well that was quite a tall order, but regardless of what side of the political spectrum you lie on, Wednesday’s “Phase 1” deal was a big win for the U.S., for China, and the rest of the world. Continue reading ““Are you tired of winning yet?” Stock Market (and Sentiment Results)…”
Yesterday I had the pleasure of being interviewed by Alisa Parenti of Bloomberg News for about 10-15 minutes.
They then cut up clips of the phone interview and play them not only on Bloomberg Radio, but also a couple hundred iHeart and CBS stations across the country.
Locally, you can hear the reports at :26 and :56 past the hour on 1010 WINS or :25 and :55 past the hour on WCBS today.
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”
In the spreadsheet above I have tracked the earnings estimates for the Utilities Sector ETF (XLU) top weighted stocks. Continue reading “Utilities Earnings Estimates/Revisions”
Article referenced in VideoCast above:
The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)
In this episode we cover:
Article referenced in podcast above:
The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)
In this episode we cover:
Data Source: Factset
2020 Earnings Estimates for the S&P 500 trimmed from 177.77 to 177.64 in the past week. Conversely, the Earnings Estimates for the Euro Stoxx 600 increased by 160bps for 2020 in the past week. Continue reading “2020 Earnings Estimates: U.S. – DOWN. EUROPE – UP.”
In the spreadsheet above I have tracked the earnings estimates for the Real Estate (REIT) Sector ETF (IYR) top 30 weighted stocks. Continue reading “Real Estate Earnings Estimates/Revisions”
