EPS Growth

Are Future Earnings Estimates Positive Or Negative?

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In this article we will look at what drives stock prices: valuations and earnings. Anytime we discuss monetary policy or the economy, we are doing so with the intention of figuring out how valuations and earnings will be affected. As you probably are aware of from our articles, the US…CONTINUE READING

Q2 Earnings: What’s Priced In?

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There’s an endless debate over what is priced in the market. Sometimes it seems like an obvious and predictable occurrence moves markets even though it should have been priced in. Other times a big event fails to move the market. Finally, the most confusing action is when the market moves…CONTINUE READING

The Next Recession

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The previous financial crisis was a disaster for many, with housing prices and equities falling precipitously. Since then, there’s been a new crop of ‘forecasters’ who have made a living explaining when the next crisis will be. That’s backwards looking analysis which feeds off people being scared and uninformed. Even…CONTINUE READING