Powell by the Numbers
By admin_45 in Blog

Powell by the Numbers

We’ll dedicate today’s Data section to discussing Fed Chair Powell’s press conference today. Our big picture takeaway: the contours of the US post-pandemic economic recovery are 1) upending the Fed’s assumptions about how it would go and 2)...

S&P 500 Earnings: How High?
By admin_45 in Blog

S&P 500 Earnings: How High?

Two Data items today: #1: How much higher can S&P 500 earnings estimates go? Not to oversimplify, but this is essentially the only question that matters to US stocks and, by extension, global equities. The American economy, by dint of...

2H 2020’s Most Important Datasets
By admin_45 in Blog

2H 2020’s Most Important Datasets

Earlier today we spoke on a panel hosted by Wall Street Horizon about the use of data in the investment process. The other speakers were both from the buyside and companies that provide data. It’s always impolite to ask someone’s age, but...