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Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four…
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four…
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For equity investors, the high hurdles for the financial Olympics will take place just ahead of the July 26th opening ceremonies in Paris. Consensus…
For equity investors, the high hurdles for the financial Olympics will take place just ahead of the July 26th opening ceremonies in Paris. Consensus…
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The first 2024 presidential debate will be held next Thursday, June 27th. Prediction markets assign a 42% probability to a Republican sweep. The…
The first 2024 presidential debate will be held next Thursday, June 27th. Prediction markets assign a 42% probability to a Republican sweep. The…
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We raise our S&P 500 year-end target from 5200 to 5600 (+3% from current level) driven by milder-than-average negative earnings revisions and a…
We raise our S&P 500 year-end target from 5200 to 5600 (+3% from current level) driven by milder-than-average negative earnings revisions and a…
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NVDA became the 2nd largest stock in the S&P 500 this week, with its share price surpassing $1,200. The company recently announced a 10-for-1 stock…
NVDA became the 2nd largest stock in the S&P 500 this week, with its share price surpassing $1,200. The company recently announced a 10-for-1 stock…
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We published our Hedge Fund Trend Monitor and Mutual Fundamentals reports last week, which analyzed $6.1 trillion of equity positions at the start of…
We published our Hedge Fund Trend Monitor and Mutual Fundamentals reports last week, which analyzed $6.1 trillion of equity positions at the start of…
Shared by David Kostin
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S&P 500 1Q EPS rose by 6% year/year compared with expectations of 3% growth at the start of earnings season. Unusually, stocks that beat consensus…
S&P 500 1Q EPS rose by 6% year/year compared with expectations of 3% growth at the start of earnings season. Unusually, stocks that beat consensus…
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Excited to announce that WheeKeep has successfully closed its SAR 30mn Series A investment round, fueling our growth and innovation! Grateful for…
Excited to announce that WheeKeep has successfully closed its SAR 30mn Series A investment round, fueling our growth and innovation! Grateful for…
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Unprofitable growth stock performance in recent years has been extremely sensitive to the path of inflation and interest rates, primarily due to…
Unprofitable growth stock performance in recent years has been extremely sensitive to the path of inflation and interest rates, primarily due to…
Shared by David Kostin
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Fund managers ask for strategies based on various election scenarios. Our economists emphasize policy differences relating to taxes, spending, and…
Fund managers ask for strategies based on various election scenarios. Our economists emphasize policy differences relating to taxes, spending, and…
Shared by David Kostin
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The dictum “earnings drive stocks” is particularly apt in the current environment where equity valuations are constrained by rising bond yields that…
The dictum “earnings drive stocks” is particularly apt in the current environment where equity valuations are constrained by rising bond yields that…
Shared by David Kostin
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We forecast in 2024 S&P 500 total cash spending will rise by 9% to $3.7 trillion, led by cash M&A (+15%) and buybacks (+13%). Rising CEO confidence…
We forecast in 2024 S&P 500 total cash spending will rise by 9% to $3.7 trillion, led by cash M&A (+15%) and buybacks (+13%). Rising CEO confidence…
Shared by David Kostin
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Many thanks to the CNBC Squawk on the Street team for having me on air this morning discussing the continued selloff in Treasury yields, the…
Many thanks to the CNBC Squawk on the Street team for having me on air this morning discussing the continued selloff in Treasury yields, the…
Liked by David Kostin
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