OEF News and Press, iShares S&P 100 From 05/23/20

Using Refinitiv's Earnings Aggregates published this morning, Friday, May 22nd, 2020, and updating our spreadsheet, readers can see the continued decline in the rate of erosion in forward estimates, which - all other things being equal - should be very much a positive for the S&P 500 and t...

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...

Leading into 2020, the economy was growing at a modest pace (1.9%). By the end of the second quarter, the economy will have recoiled at its quickest clip (-25%+) since the 1930s. Similarly, at the start of the year, unemployment for working-aged individuals was 3.5%. By the end of Q2, the of...

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...

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...

Editors' Note: This is the transcript of the video we posted yesterday. 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, embedded be...

The National Football League satiated consumers demand for sports content, keeping its annual player draft on schedule. Eschewing the initial plan to do the draft in Vegas with drafted players greeting the commissioner in front of the Bellagio fountains, the draft was held virtually with camer...

by Daniel Shvartsman We continue our Coronavirus Roundtable series of speaking with Marketplace authors about the current market by talking with Michael Gayed of The Lead-Lag Report . Gayed, also the portfolio manager for the ATAC Rotation Fund ( ATACX ), is a believer in a tactical app...

Once again, no one cares about the economic calendar. There have been big changes with more to come. While many claim to know what those changes will be, I see only speculation. We must embark on a quest for clarity. This implies the willingness to seek new information and go where it ...