May 5th Weekly Market Update At the beginning of the year, many investors believed analysts’ forecasts for a faster pace of earnings growth combined with lower valuations would lead to stocks in Europe and Japan outperforming U.S. stocks. Now those earnings forecasts...
April 28th Weekly Market Update The Kentucky Derby is the longest running sports event in American history. Held the first Saturday in May, three-year-old thoroughbreds gather at Churchill Downs in Kentucky to compete over a blistering two minutes that ends with a...
April 21st Weekly Market Update The Big Bang Theory, the most watched television comedy, is about a group of physicists and their aspiring actress friend from across the hall. The show often refers to theoretical physicist Sheldon Cooper’s quest for a Nobel Prize in...
April 14th Weekly Market Update This has been the weakest earnings cycle in 55 years. Every earnings cycle over the past 55 years has generated about a 7% annualized earnings per share (EPS) growth rate, when measured from peak to peak or from trough to trough. The...
April 7th Weekly Market Update So far this year, “defensive” stocks, those that are less sensitive to economic growth, such as utilities and health care stocks, have led the markets higher. However, we may soon be nearing a meaningful and durable...
