industrials

Uncategorized

Has Peak Earnings Growth Meant Peak Stock Market?

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Published August 6, 2021

Below is an article from Schwab on the connection between earnings and the stock market.

“In what shaped up to be a very impressive first half of the year for both the economy and stock market, stellar earnings growth has been a key ingredient. Coming off stronger-than-expected S&P 500 earnings growth of 53% (year over year) in the first quarter, second-quarter earnings are currently anticipated to grow by 78%, the highest since 2009. That is well higher than the initial consensus estimate of 65%. (more…)

Uncategorized, Weekly Update

The Stock Market’s Unspent Fuel

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Published September 13, 2019

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Stocks in the U.S. have come roaring back from the weakness of one month ago, returning to the doorstep of new high ground. Lost in the enthusiasm about new highs, however, is the fact that fully half of the stock market has been treading water for almost two years now. If that lagging half of the market were to break through, stocks would be in a position to substantially rally. (more…)