SP 500 Earnings

Are Future Earnings Estimates Positive Or Negative?

By
By

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

Will International Stocks Outperform U.S. Equities?

By
By

In this article, we’ll question the narrative that you must go overweight US stocks relative to international equities. The sentiment has shifted dramatically as investors have gone from expecting mediocre returns from US stocks along with worrying about the end of the cycle, to now expecting new record highs. To…CONTINUE READING