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” of September 23, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $110.46/share 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 September 19, 2013: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $108.08/share …
I often write about interest rates and related topics as my analyses indicates that the overall bond market is an exceedingly large asset bubble. The characteristics and price levels of corporate bonds is highly noteworthy. For reference purposes, here are three bond indices and their FRED charts, as well as depictions of their spreads (as seen …
Starting on May 3, 2010 I have written posts concerning the notable divergence that has occurred between the S&P500 and Chinese (Shanghai Composite) stock markets. The chart below illustrates this divergence; it shows the S&P500 vs. the Shanghai Composite on a daily basis, since 2006: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 28th update to that post. My overall analysis indicates a continuing elevated and growing level of danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous …
In the September 2 edition of Barron’s, the cover story was titled “Fall Forecast: Sunny” Included in the story, 10 strategists give various forecasts including 2013 and 2014 S&P500 EPS, S&P500 year-end price targets, GDP, and 10-Year Treasury Note Yields. As seen on page 25: Barron’s recently checked in with 10 Street seers, whose consensus …
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” of August 20, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $110.70/share …
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 August 15, 2013: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $108.41/share …