EPS Growth

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