Bond buyers beware of a stimulus-industrial complex
By: David Bianco
First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more
Rising Treasury yields: how high will they go?
The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.
Equity investing with earnings quality considered
Amazing S&P 500 net profit margins: 12% overall and 24% at tech.
A longer Covid-19 tunnel: prefer bond substitutes over recovery stocks