America's Economic Future – A Discussion By Ted Kavadas
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 …
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 May 23, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $110.89/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 May 18, 2013: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $109.69/share …
This post is the latest I have written concerning the stock market. For reference, below is a one-year daily chart of the S&P500 through May 15 (with a closing price of 1658.78), indicating both the 50dma and 200dma: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by the author) There …
On October 17, 2011 I wrote a post titled “Danger Signs In The Stock Market, Financial System And Economy.” This post is a brief 24th 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 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 …
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 April 23, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $112.38/share …
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 …
This post is an update to that of April 5, 2012, titled “The Current Gold Price And Its Broader Implications.” Below is a chart similar to that displayed in the April 5 post: (click on chart to enlarge image)(chart courtesy of StockCharts.com; chart creation and annotation by the author) – The above chart is depicted …