HOMZ Archives

S&P 500 Earnings: Capex Is Not Earnings; Tech Revisions Still PositiveS&P 500 Earnings: Capex Is Not Earnings; Tech Revisions Still Positive

July 27, 2024 Brian Gilmartin, CFA 0 Comments 12:20 am

MCCAIG Occasionally, this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the[...]

July 25, 2024 Doug Short 0 Comments 6:00 am

lerbank The June release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate[...]

July 23, 2024 Ironman at Political Calculations 0 Comments 1:10 pm

tadamichi One month ago, Political Calculations’ monthly snapshot of the future for the S&P 500’s quarterly dividend payouts dimmed for[...]

July 16, 2024 Ivan Martchev 0 Comments 6:55 am

TERADAT SANTIVIVUT The Curse of the Mega Caps One fact I saw about last Thursday’s violent rotation out of tech[...]

July 11, 2024 Todd Sullivan 0 Comments 9:50 am

Maksim Labkouski If there is one truism of investment markets in terms of achieving a lower risk but higher return,[...]

July 8, 2024 Doug Short 0 Comments 6:20 pm

tang90246 The S&P 500 kicked off the second half of the year with a new record high. The index is[...]

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 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 26, 2024 Investing Experts Podcast 0 Comments 6:00 pm

Kwarkot Listen here or on the go via Apple Podcasts and Spotify Hoya Capital’s David Auerbach explains why retail investors[...]