CSTNL News and Press, iShares VII PLC Core S&P 500 UCITS ETF From 09/12/20

Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which of the datasets is most meaningful. This week, this table wasn't what was expected: The expected y/y revenue growth for Q3 and Q4 '20 is still improving as we approach the quarters...

By Matt Wagner, CFA, Senior Research Analyst Old Faithful is the folksy name given to a geyser in Yellowstone National Park. It comes from the consistency of its eruptions. In the years since 2009, which saw the worst calendar year drop in S&P 500 dividends in history, the S&P 50...

Over the last several weeks, the S&P 500 (Index: SPX ) has been on a tear, setting records on an almost daily basis despite lacking breadth, with the biggest rises in stock prices concentrated in the technology sector . Until last week, when what we've described as a bubble in stock ...

Since the start of the recovery in equities amid massive liquidity injections from central banks to avoid a deflationary depression, investors have been constantly challenging the momentum calling it a "bear rally" that will eventually end and converge back to the economic reality. We have bee...

The S&P 500 ® Index set seven record highs last month 1 and now, at the start of September, stands roughly 3% above its pre-pandemic peak. That's an absolutely startling rebound , coming only five months after the coronavirus pandemic sent the index reeling to a March 23 low of 2,2...

Ahead of the long weekend, here is what the S&P 500 earnings data looks like, compliments of IBES data by Refinitiv. Only one name of note will report next week and that is Oracle (ORCL), one of the 1990s tech giants struggling with the cloud transition. LuluLemon (LULU) is also schedule...

The S&P 500's August return is the best August return since 1984 (per CNBC, and per Ryan Detrick) so even seasonal trading patterns are taking a back seat to the overwhelming liquidity and the improvement in corporate credit spreads since April, 2020. Here's a quick update on the S&...

Led Zeppelin's great tune notwithstanding, the S&P 500 earnings patterns for Q3 and Q4 2020 and into early 2021 remain positive. The "forward 4-quarter" estimate actually rose for the third week in a row this week, when in normal times (although nothing is really normal about 2020) there...

Investment thesis In spite of the tremendous underperformance of European indexes versus the S&P 500 over the last ten years, there are now good reasons to consider exposure to the Stoxx Europe 600 over the flagship American index. In fact, the pan-Europe index is more defensive...

Just a brief blog post here to share some pattern lessons from the S&P 500. First, context matters, and that context is: Bullish because of the existing uptrend from the March 2020 lows. Trend integrity matters. Bullish because all-time highs just overhead provide a "magnetic" pull...