True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label $SPY. Show all posts

Wednesday, May 6, 2020

6/5/20: S&P500 and Fundamentals: What should matter, doesn't

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S&P500 and earnings per share: what should matter, doesn't We are now in extreme territory of the markets ignoring basic cor...

6/5/20: S&P500 Earnings and Revenues Growth 1Q 2020

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With early effects of COVID19 pandemic in: Both charts via Factset.

Friday, June 14, 2019

14/6/19: Rising Concentration Risk in S&P500 Earnings and Revenues

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S&P 500 companies earnings and revenues are heading for another round of de-diversification (increasing concentration of earnings and ...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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