When Will Stocks & The Economy Recover?
Here are potential pathway stocks and the economy could follow. Expectations are quite low even though the bottom’s up estimates are still way too high.
Read MoreMar 31, 2020
Here are potential pathway stocks and the economy could follow. Expectations are quite low even though the bottom’s up estimates are still way too high.
Read MoreMar 25, 2020
People aren’t prepared to deal with losing their jobs, while markets apparently expect economic weakness 1 year from now.
Read MoreMar 23, 2020
Being shut down for just a few weeks is enough to put thousands of small firms out of business, which could wipe away 9.45% of the economy in a few weeks.
Read MoreMar 18, 2020
The U.S. fiscal stimulus won’t do enough to help families and small businesses. The dire forecasts aren’t just for America.
Read MoreMar 3, 2020
Stocks were expensive, some economic indicators began slowing, election risk increased, and lastly the Fed was not (and might still not be) dovish enough.
Read MoreJan 27, 2020
EPS growth estimates for the next year have improved but that doesn’t mean stocks will do well because returns and EPS growth don’t always correlate.
Read MoreJan 14, 2020
Stocks are overbought even though estimates call for just 1.8% 2020 GDP growth, plus the consumer will be hurt if real wage growth continues to fall.
Read MoreDec 17, 2019
Since December 2018 the PE multiple has increased from 14.52 to 17.67 while 92% of the gains have come from multiple expansion not earnings growth.
Read MoreOct 24, 2019
The U.S. economy is considered sub-trend, as the odds of a global recession decreased in October. Will this slowdown become weaker than that of 2016?
Read MoreMay 7, 2019
Sometimes investors get confused about how earnings affect stocks. Stocks trade based on future...
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