Earnings Ratio
Apr
07
2014
Earnings Momentum
“Three Month” Up/Down Earnings Ratio Ends Q4 With a Whimper.
Jun
04
2000
Earnings Data Signaling Slowdown Ahead?
Earnings Momentum appears to have slipped some in Q1. Peak earnings momentum now behind us. Expect slowdown, as economy cools and cost pressures heat up.
Nov
01
1990
Should You Ever Buy Secondary Stocks Again?
The two most common questions we hear from equity only managers are: “When (if ever) should we start buying secondary stocks?” and “When do you expect a market leadership shift to the cyclicals?”