Earnings growth

The Great Repricing

February 28, 2020

The spread of the novel coronavirus, officially COVID-19, in Italy and South Korea over the weekend was a wakeup call for the markets. And an ugly one. This week is shaping [...]

And Away We Go!

November 6, 2019

With over 436 of the S&P 500 companies having already reported third-quarter results, we thought we’d take a look at where we stand. First the good news. The [...]

Peak Optimism?

June 7, 2018

With 467 of the 500 companies in the S&P 500 already reporting first-quarter results, we can now get a good picture of corporate performance for the period. According to [...]