America's Economic Future – A Discussion By Ted Kavadas
S&P500 earnings trends and estimates is 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” 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 March 26, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $112.23/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 March 21, 2013: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $111.16/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 two bond indices and their FRED charts, as well as depictions of their spreads (as …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 22nd 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 …
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 is 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” report …
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 February 22, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $111.86/share …
In this post I would like to highlight various areas which I believe indicate excessively positive sentiment and related measures indicating “froth” in the stock market. The stock market has had a remarkable “run” since roughly mid-November. This is illustrated in a 1-year daily chart of the stock market (S&P500) : (click on chart to …
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 February 6, 2013: Year 2012 estimates add to the following: -From a “bottom up” perspective, operating earnings of $97.20/share …