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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James Bianco is president of Bianco Research, an institutional research and analytics firm. Since November 1990, he has been...
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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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Fascinating look at the tendency for analysts to overestimate earnings, except at market lows, when they under-estimate them: ...
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One of the big concerns for investors is the health of corporate profits, which have declined in the three of the past four...
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Torsten Sløk, Ph.D., Deutsche Bank Research: We are experiencing a profit recession without an economic recession. This is not...
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Every now and then a remarkably bad idea springs to life. It gets debated, ridiculed and eventually discarded. In the marketplace of...
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With the stock markets down almost (OMG!) 5 percent from their all-time highs, lots of folks are looking for signs that the bull is...
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Reporting for second quarter earnings are ramping up. Two great informative charts from FactSet show Change in EPS and Estimates vs....
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