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DEEP DIVE: All About S&P 500 Earnings
Earnings I: The Past
The Q1 earnings season is over, and the final numbers are in. They were better-than-expected results,…
Deep Dive
108 posts
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DEEP DIVE: Stocks Discounting Earnings Recovery
The stock market discounts earnings over the next 52 weeks. How do we know this? Most industry analysts provide earnings…
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DEEP DIVE: Bad & Good Breadth
Joe and I have recently observed that the S&P 500 has a breadth problem. This is a widely…
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DEEP DIVE: Fiscal Policy - A Trillion Here, a Trillion There
We have been on Wall Street as economists and strategists for more than 40 years. Over that entire period, doomsters…
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DEEP DIVE: Artificial Intelligence - Everything Everywhere All At Once
The announcements have come fast and furiously. Anyone who has anything to do with AI is broadcasting it to the…
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DEEP DIVE: A Baby-Boom Theory of the Tight Labor Market
The persistently strong demand for labor has surprised everyone from soft landers to hard landers. Fed officials are flummoxed. They’…
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DEEP DIVE: S&P 500 Earnings Season's Greetings
The Q4-2022 earnings season is over. Joe reports that S&P 500 earnings data are out for the quarter.…
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DEEP DIVE: US Economy - Soft, Hard, Or No Landing?
We think we coined “rolling recession” back in the mid-1980s to describe the economic slowdown that many feared would turn…
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DEEP DIVE: The Fed Is Fighting the Markets
Fed officials have indicated that they’d rather see stock and bond prices fall than continue to rise, as they’…
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DEEP DIVE: Who Will Win the AI Search Arms Race?
This week, both Microsoft and Google made announcements touting their artificial intelligence (AI) prowess and plans as they battle to…
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DEEP DIVE: The Fed - Peak Hawkishness?
The FOMC’s two-day meeting ends tomorrow. At 2:00 p.m., the committee will issue its statement, and at…
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DEEP DIVE: Pessimistic Consensus
It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly.…
