Video: EPS revision mythbuster
A frequent push-back to our positive fundamental core thesis highlighted in our Macro Slide Deck is that our 2020 S&P 500 (SPX) operating EPS are below the current consensus estimate. …
Read MoreA frequent push-back to our positive fundamental core thesis highlighted in our Macro Slide Deck is that our 2020 S&P 500 (SPX) operating EPS are below the current consensus estimate. …
Read MoreAgain, thanks very much for your subscription to our site. Absent any major movement in the market or news that warrants a post, we plan to take the next couple…
Read MoreAs you know from our conference calls and the macro slide deck, what makes our economy so resilient is consumption. The millennial demographic is just coming into the key consumption…
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