Favorable Earnings Season
Tuesday, January 17, 2017
Leading indicators, seasonality, and the technicals all point to a favorable earnings season even though some sectors are rather overbought.
Monday, January 09, 2017
Expectations for the second quarter in a row of positive year-over-year earnings growth give support for a new earnings cycle.
Evidence Estimates Too Low
Tuesday, January 03, 2017
The correlation between leading economic growth indicators and earnings suggests estimates are too low for the upcoming earnings season.
More of the Same
Monday, December 19, 2016
More of the same into the light holiday trading, with early indications for a positive earnings season after the New Year.
Still Early in the Bull Market
Monday, December 12, 2016
There is more fundamental data to go along with other indicators to suggest we are still at the early stage of a bull market.
Tech Shift Ahead
Monday, December 05, 2016
The Technology sector is lagging, but the fundamental data supports the overall market as well as the Tech stocks.
The Most Bullish Time of the Year
Monday, November 28, 2016
The stock market is becoming overbought, but we are coming into the most bullish time of the year and the recent breakout still has upside room to run.
Monday, November 21, 2016
Some additional fundamental data to support higher stock prices during a period where the price action favors the upside.
Monday, November 14, 2016
It has been the best earnings season since President Obama's first term in office and the sector rotation after the election gives added confirmation that we are in the early period of a new growth cycle.
Swing of the Bat
Monday, November 07, 2016
The FBI just removed some uncertainty preventing stocks to trade based on the results we've seen so far this earnings season, and the momentum change is technically significant.