Get Ready for Tariff-Based Inflation

Inflation Is Coming Thanks to Trump’s Tariffs Levies on steel and aluminum have yet to filter through to prices. But they will....

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Corporate profits are way up, corporate taxes are way down

Source: Economic Policy Institute

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Return On Equity At Record Low

I have been bullish pretty much this entire market run — from March 2009 to today. But that doesn’t mean I don’t want...

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Top 100 Companies: Revenue & Profit

Another funky graphic:   Source: Visual Capitalist  

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How 5 Tech Giants Make Their Billions

Fascinating:   click for ginormous inforgraphic Source: Visual Capitalist  

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Corporate profits are way up, corporate taxes are way down

Given the latest tax proposal out if D.C., I thought this was quite relevant:   Source: Economic Policy Institute

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Double Digits Earnings Growth Returns

From David Wilson, Bloomberg News: Double-digit earnings growth is back for the S&P 500. The index’s companies are headed for a...

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Facebook’s Average Revenue Per User

Source: Re/code

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A Historical Look At Earnings

James Bianco is president of Bianco Research, an institutional research and analytics firm. Since November 1990, he has been...

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Drivers of Equity Returns in the Past 50 Years

This is from the McKinsey report I referenced yesterday — I have to take a closer look at it, as it strikes me as an odd structure...

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