BKMC Archives

A Red Flag, S&P 500 Annual Returns, Top 10 HoldingsA Red Flag, S&P 500 Annual Returns, Top 10 Holdings

July 5, 2024 Brian Gilmartin, CFA 0 Comments 12:05 am

Marilyn Nieves In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief[...]

July 4, 2024 CDT Capital Management 0 Comments 2:30 am

kaarsten/iStock via Getty Images First Half Update Closing out the first half of 2024, the S&P 500 Total Return Index[...]

July 1, 2024 Brian Gilmartin, CFA 0 Comments 5:30 am

TERADAT SANTIVIVUT Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 S&P 500 earnings will start in the next[...]

June 29, 2024 Brian Gilmartin, CFA 0 Comments 4:10 am

Marilyn Nieves Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning,[...]

June 25, 2024 Lance Roberts 0 Comments 12:50 pm

monsitj Goldman Sachs (GS) recently upped its price target to S&P 6300 for the end of this year, along with[...]

June 24, 2024 Brian Gilmartin, CFA 0 Comments 9:30 am

whyframestudio/iStock via Getty Images This week, the blog is starting off with what I call the “spot curve” of the[...]

June 20, 2024 Bespoke Investment Group 0 Comments 11:45 pm

MF3d/E+ via Getty Images In today’s Chart of the Day, we took a look at valuations across the Tech sector[...]

June 20, 2024 James Picerno 0 Comments 3:25 pm

NicoElNino The Case For Portfolio Rebalancing Looks Compelling By nearly any measure you cite, US equities are enjoying a stellar[...]

June 17, 2024 Wolf Richter 0 Comments 3:45 pm

Aleksandra Zhilenkova A market hooked on a handful of mega-cap stocks is a precarious place to be. The Russell 2000,[...]

June 17, 2024 Brian Gilmartin, CFA 0 Comments 6:45 am

TERADAT SANTIVIVUT To give a little voice to the Russell 2000’s earnings, this blog is going to start including some[...]