Comparing the $SPX index growth with earnings growth. The index is 2.33 times more expensive than it was at the top of the housing bubble. April 14, 2019 8:23 pm
Risk of earnings recession rises, as S&P 500 profits to fall for first time in 3 years April 12, 2019 6:41 am
Latest macro: A deep dive into US profit margins and earnings. When detrending margins, they don’t look so hot for this stage of the cycle March 14, 2019 9:03 amMarch 13, 2019 11:00 am
Kraft Heinz misses earnings, slashes dividend and discloses SEC investigation, down almost 20% AH February 21, 2019 8:40 pm
2019 International Earnings Recession – Q1 2019 earnings estimates are unusual in the sense that tech is the laggard as its earnings are expected to fall 9.7% February 13, 2019 8:38 am
Q1 2019 earnings expectations are now negative and you can kiss revenue growth goodbye for the s&p 500 this year February 12, 2019 11:10 amFebruary 11, 2019 3:14 pm
One-Time Tax Cut Boost To Earnings Done—-2019 EPS Growth Outlook Turns Negtive February 8, 2019 12:22 pm
Earnings growth is falling and turning negative. What this means for stocks February 6, 2019 12:27 pm
Private debt, Earnings, Small business confidence, Economic optimism index, My interview today February 6, 2019 9:38 am
Forget earnings or macro. This is why markets have rallied. February 5, 2019 10:33 pmFebruary 5, 2019 9:54 am
