America's Economic Future – A Discussion By Ted Kavadas
In the June 29, 2011 post (“Financial Stocks – Notable Price Action”) I wrote the following: I think that the relatively poor “price action” of various financial stocks is notable. It is one of many current indications that overall stock market health is not as strong as a casual glance at the major indices would …
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 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 …
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 …
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 …