America's Economic Future – A Discussion By Ted Kavadas
As many are aware, Thomson Reuters publishes earnings estimates for the S&P500. (My other posts concerning S&P earnings estimates can be found under the S&P500 Earnings tag) The following estimates are from Exhibit 12 of “The Director’s Report” (pdf) of December 18, 2015, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts. For reference, the Year …
As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500. (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of December 10, 2015: Year 2015 estimates add to the following: -From a “bottom up” perspective, operating earnings of $106.55/share …
In the December 14, 2015 edition of Barron’s, the cover story is titled “Stocks Have Room to Rise 10% in 2016, Market Strategists Say.” Included in the story, 10 investment strategists give various forecasts for 2016 including S&P500 profits, S&P500 year-end price targets, GDP growth, and 10-Year Treasury Note Yields. A couple of excerpts: Based …
The December 2015 Livingston Survey published on December 10, 2015 contains, among its various forecasts, a S&P500 forecast. It shows the following price forecast for the dates shown: Dec. 31, 2015 2090.0 June 30, 2016 2120.0 Dec. 31, 2016 2184.9 Dec. 29, 2017 2298.0 These figures represent the median value across the 25 …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 55th update to that post. My overall analysis indicates a continuing elevated and growing level of financial danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written …
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar. Should the Dollar substantially decline from here, as I expect, the negative consequences will far outweigh any benefits. The negative impact of a substantial …
S&P500 earnings trends and estimates are a notably important topic, for a variety of reasons, at this point in time. FactSet publishes a report titled “Earnings Insight” that contains a variety of information including the trends and expectations of S&P500 earnings. For reference purposes, here are two charts as seen in the “Earnings Insight” (pdf) report of …
As many are aware, Thomson Reuters publishes earnings estimates for the S&P500. (My other posts concerning S&P earnings estimates can be found under the S&P500 Earnings tag) The following estimates are from Exhibit 12 of “The Director’s Report” (pdf) of November 19, 2015, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts. For reference, the Year …
As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500. (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of November 12, 2015: Year 2015 estimates add to the following: -From a “bottom up” perspective, operating earnings of $106.80/share …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 54th update to that post. My overall analysis indicates a continuing elevated and growing level of financial danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written …