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MARKET CALL: S&P 500 Earnings & Valuation
We now have LSEG’s I/B/E/S data for S&P 500 companies’ revenues per share and…
Valuation
28 posts
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MARKET CALL: Valuation Mojo Driving Stocks' Big Mo Rally
The meltup scenario is making a dramatic comeback. It was one of our three scenarios until March 24 when we…
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MARKET CALL: The Best Trump Trade
So far among the best Trump trades has been to short the S&P 500 since February 19 through…
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The Trump Put Is Kaput!
Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The…
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Ahead of the Earnings Pack
We've been bullish on the stock market since October 2022. We remain bullish, targeting 7000 on the S&…
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Small, Medium, and Large Cap Stocks
The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut…
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Raising Odds Of A Meltup
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of…
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Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
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Technology Now & Then
Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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MegaCap-8 Continue To Impress
Through Friday’s close, the S&P 500 price index is up 4.0% ytd to a record high.…
