July 26, 2021 – July 30, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings of both large and small companies are coming in above expectations. GDP price index reaches a 40-year high. The GDP... Read More →
July 19, 2021 – July 23, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Another week of strong earnings. $SPX is reporting its 2nd highest net profit margin (12.4%) since FactSet began tracking this metric... Read More →
Weekly ChartBook
Week of July 12, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings – so far, so good. $SPX is reporting Y/Y revenue growth of 20.2% for Q2, which is the highest revenue... Read More →
Weekly ChartBook
Week of July 5, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings expectations continue to rise. If the positive EPS surprise trend of the last few quarters continues in Q2, actual (Y/Y)... Read More →
Market Commentary
Q2 2021
Transition to Self-Sustaining Growth The U.S. economy has blown past even the most optimistic predictions of what a recovery might look like only a year ago. Overly generous monetary and fiscal policy produced a snapback beyond anything we have experienced... Read More →
Weekly ChartBook
Week of June 28, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Revenue and earnings expectations continue to rise $SPX is projected to report its largest Y/Y revenue growth in Q2 2021 (19.6%)... Read More →
Weekly ChartBook
Week of June 21, 2021
Market Performance For The Week Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Positive revenue guidance from companies in the S&P 500 near record @FactSet: “68 $SPX companies have issued positive revenue guidance for... Read More →
Weekly ChartBook
Week of June 14, 2021
Market Performance For The Week Source: YCharts The Good News Global growth remains elevated and still above trend Liz Ann Sonders: “Global economic recovery remains quite robust with > 64% of @OECD countries producing above-trend leading indicators @DataArbor” Price increases... Read More →
Weekly ChartBook
Week of June 7, 2021
Clear Rock Market ChartBook from Aaron Lang
Weekly ChartBook
Week of May 31, 2021
Clear Rock Market ChartBook from Aaron Lang