Tag: corporate earnings
Equity Valuations Stretched: Do Not Say You Were Not Warned
"What The Fed did, and I was part of it, was front-loaded an enormous market rally in order to create a wealth effect... and...
2016 Operating Earnings Estimates Lofty; 2017 Even Higher
The S&P just published its operating earnings estimates for S&P 500 companies for 2017, and it is an eye opener. And they are even...
Low Wage Growth Continues To Dog U.S. Economy
One of the hallmarks of the current U.S. recovery has been very low wage growth (i.e. a lack of wage gains). Corporations have become...
Corporate Profits Slowdown Hasn’t Caught Up To Stocks Yet
Growth in U.S. corporate profits with inventory valuation and capital consumption adjustments dipped into the negative territory in 3Q15 - both quarter-over-quarter and year-over-year.
At...
5 Market Trends And Themes To Watch For The 4th Quarter
As we move into the 4th quarter, investors are in a tricky spot. The current corrective action in stocks has begun to consolidate as investors...
S&P 500 Near-Term Outlook Mixed: Weighing The Evidence
Third-quarter corporate earnings season begins in earnest this week. Operating earnings estimates for S&P 500 companies have been persistently coming down for 2015 –...
7 Charts Highlighting Stock Market Concerns For Bulls
With all the hand-wringing over whether or not the August lows will hold, this is the least of the bulls’ stock market concerns. Bigger...
Q2 Earnings: The Good, The Bad, And The Ugly
With nearly all of the S&P 500 companies having reported Q2 earnings, I thought it would be a good time to run through some...
Market Leans On Corporate Buybacks As Earnings Decline
Late last year as the Federal Reserve was unwinding quantitative easing (QE), there was suspense in the air as to how this might impact...
Can Biogen Regain Its Mojo? BIIB Earnings On Tap…
Biogen has lagged the scorching hot biotech group this summer. Why? Well, Wednesday Biogen Idec (BIIB) announced some apparently disappointing data on its Alzheimer's...
