Fusion’s Kevin Lane observes that share-weighted earnings for the S&P 500 are “very close to tilting back into the negative zone”.
….With a bit more than half the companies reporting, S&P 500 earnings YoY (on a share-weighted basis) are only up 3.3 %.
via S&P 500 Index with Share Weighted Earnings Average | The Big Picture.
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.
Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.