Month: October 2021

Two items for “Data” today: #1: Q3 US GDP was better than the Atlanta Fed’s GDPNow model (+2.0 pct actual, 0.2 pct expected), which is a relief; we were curious,…

This Sunday President Biden along with other world leaders, business executives and activists will head to the U.N. Climate Change Conference – COP26 – in Glasgow, Scotland. Clean energy will garner…

Two “Disruption” topics today: #1: How does Tesla’s +$1 trillion valuation affect commonly used measures of US large cap equity valuation and other commonly used market metrics? Three points on this:…

With October rapidly drawing to a close, today we have an update on our seasonal US equity return and volatility analyses to see what they signal for the S&P 500’s…

Three “Data” items today: #1: An update on the “most important chart for US equity investors”: Wall Street analysts’ earnings estimates for the S&P 500 in 2021 (bottom line) and…