“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline you wouldn’t know what to do with luck.” — Carl Zuckmayer If you would like to review the weekly State of the Market video, please click the included link. Have a great trading week! (video coming shortly) From inside last…
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear...
Last Update: December 22, 2017 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3...
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
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