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This blog post addressing Financial sector earnings came out Thursday night, which didn't help readers, so I wanted to do one more dissection of expected S&P 500 2019 earnings and make the case for Financials from a different perspective. The above I/B/E/S by Refinitiv table from This ...
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts that will add t...
Sourcing Bloomberg/Barclays data; here are the YTD returns for the bond market asset classes as of Friday, April 12th, 2019: US Corp High Grade: +5.13% US Corp High Yield: +8.14% Mortgages ((MBS)): +1.89% Municipals: +2,67% US Treasuries: +1.32% US TIP...
"The Stock Market is designed to transfer money from the "Active" to the "Patient"." - Warren Buffett The week started with the S&P keeping its positive streak alive by posting a gain for the eighth straight session. That came to an end on Tuesday when the tone of investors changed...
By David Baskin It is hard to open a newspaper or listen to a business report without hearing the word "recession." Suddenly, everybody is worried that the economy is about to go into the tank and that we will all become poor, or at best, poorer. I think it is worthwhile to look at the top...
May 29. May 29. May 29. It keeps showing up everywhere. Not only does it appear as an inflection on so many important market charts, we keep finding it in economic accounts, too. There is so much to corroborate what can only have been a real and striking event. This contrasts, of course, wit...
A dominant theme on Wall Street in the years since the credit crisis has been the obsession with debt. Specifically, there has been a perpetual fear among analysts, investors and reporters that there is “too much debt” in the private and public sectors. Even in Washington, there ...
The February Job Openings and Labor Turnover Survey showed a drop in openings of 538,000. Commentary on the February report used terms like plunged and disaster. Admittedly, the decline in openings should not be dismissed out of hand; however, it has not been an unusual occurrence for openin...
By Jill Mislinski The latest issue of the NFIB Small Business Economic Trends came out on Tuesday morning. The headline number for March came in at 101.8, up 0.1 from the previous month. The index is at the 80th percentile in this series. Today's number came in above the Investing.com fo...