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Economic Growth Seems To Be Picking Up
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming…
Forward Earnings
12 posts
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Still Betting on US Consumers
Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
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An Earnings-Led Meltup For Stocks?
We are often asked if the current bull market in stocks has turned into a meltup that could soon be…
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Small, Medium, and Large Cap Stocks
The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut…
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Break Out The Bubbly: Lots Of New Record Highs
The S&P 500 and Dow Jones Industrial Average closed at records today. Leading the charge were technology stocks.…
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The Oscar For The Best Leading Economic Indicator
There have been numerous misleading economic indicators signaling a recession since the Fed started tightening monetary policy in early 2022.…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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Remaining Zen About The Yen
BREAKING NEWS: Deputy BOJ Governor Uchida said that the central bank won't raise interest rates when markets are…
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An Earnings-Driven Bull Market
Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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S&P 500's Blue Angels Are Climbing Again
Our Blue Angels analysis multiplies the weekly forward earnings of the S&P 500/400/600 by forward P/…
