IWB News and Press, iShares Russell 1000 From 05/13/20

In our last article , Part 1 of 2, we discussed the tremendous strains that many small businesses are experiencing in light of the recent mandatory shutdowns across various states. Specifically, we cited three surveys that were recently conducted with these small business owners, to better ...

You may remember, when Bill Clinton was running for re-election in 1992 against George H.W. Bush, there was a campaign slogan that was developed to get people to focus on what was most important in deciding who to vote for. That slogan was "It's the economy, stupid". Today, as incumbent D...

A tug-of-war between Wall Street bulls and bears continues to rage on in the course of most stock market debates. Source: The Insurance Journal On one side we have the bull case that the economy will snap back quickly, leading to a "V"-shaped economic recovery, while the bear case relies...

“If everybody indexed, the only word you could use is chaos, catastrophe…The markets would fail.” – John Bogle, May 2017 "I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously pr...

The economic calendar is a normal one and is beginning to include data from after the start of the crisis. This week includes small business and consumer sentiment surveys, as well as April data for retail sales and industrial production. I will also be watching jobless claims, both new and co...

Using some interim IBES data by Refinitiv reports, here is the "forward earnings curve" for the S&P 500. This Week in Earnings comes out tonight. As readers can see using the base case 2020 S&P 500 estimate, the sequential improvements continue in the rate of decline of the forward e...

Editors' Note: This is the transcript of the video we posted last Wednesday. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the video as well as a combined podcast featuring two other interviews along with this one, embedd...

By Jeff Weniger, CFA So much for crashes bringing valuations back to Earth. Here we are in the middle of an economic depression - one that maybe lasts a few months, or maybe one that goes on for a long while - and yet the Russell 1000 Growth Index is still trading for 27 times trailing ...

First, let's take a look at the last five years of annual S&P 500 EPS and the year-over-year (y/y) growth rate: 2019: $162.93 for +1% y/y growth 2018: $161.93 for +23% y/y growth (tax-reform aided) 2017: $132.00 for +12% y/y growth 2016: $118.10 for 1% y/y gro...

by Daniel Shvartsman We've taken to calling the fiscal and monetary plans to deal with the coronavirus shutdown as stimulus. But as Nick Gomez, who writes as ANG Traders and runs Away From The Herd on the Marketplace, makes clear, this isn't a stimulus plan, it's a way to fill an econo...