Earnings Bullseye, More Bullish Targets & More On Meltups
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- Опубліковано 22 лют 2024
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Today, we analyze the analysts, noting that they tend be influenced by stock market meltups-thus fueling the meltups-and during meltups tend to raise their long-term earnings growth rates unrealistically high. Nevertheless, we explain why we follow their forward earnings, revenues, and profit margin projections closely. We also give our projections for the S&P 500 companies’ operating earnings, revenues, profit margins, as well as the index’s the forward P/E and our S&P 500 price targets now through 2026, when we expect the S&P 500 price index to reach 6500.
Ed has the best charts. Thank you.
Thanks Dr Ed Yardeni
I watched just to find out how Max is doing.
I been following Yardeni research since 1989
Have you made money with it? Or is it THAT entertaining?
I love how you just keep it simple! Thanks ED
Excellent info Ed and team
Hi Ed. Good to tune again this week’s presentation. Wondering if the Fed will at least cut by May instead of June. Hoping that not going in March will be a mistake. The world economies are in a recession but we have been able to avoid it due to all the extra spending.
Analyst expectations are directed to meet the demands of the financial industrial complex.
And that complex only wants you to buy their products.
They will never want you to lose confidence or warn you of bad times.
"axis of evil". interesting!
Has melt up done? are still going on?
Fiscal Stimulus Infrastructure spending …but there’s an old proverbs : “ what wiseman do early fools do late”!
We did have a decline in revenues on a real basis.
Max, if ain't broke don't fix it!
I liquidated 3.5 million of technology profits of stocks ! They can have the S&P 500 at 56 years old I traveling to Italy
You should consult with a tax advisor sir.
@@nonexistent5030 I did I have no debt don’t own property or automobiles in “ World Class Shape “ swimming 🏊🏻♂️ an hour 5 days a week and have dental hygiene cleaning every 4 months had 12 blood🩸test results , colonoscopy, prostate medical exams the results were pristine …now I can visit my family and travel to China 🇨🇳 for 3 months ..and La Vie Est Magnifico!
@@nonexistent5030 America 🇺🇸 is hemorrhaging massive unsustainable debt I own Gold Bitcoin and Tax Free Municipal Bonds don’t need the S&P 500
Telling people how much money you have may not be the smartest move. Buon viaggeo.
Have fun in your retirement home country!
How do you square the narrative of "strong labor market" with the fact that it simply is not strong at all. State level data, ADP, the constant stream of layoff news. You didn't see this in the 1990s. The disconnect between corporate financial media (of which you area part of that Ed) and the reality of basically everyone at this point countering the narrative is too much to ignore.
The market is broadening out… lots of cheaper sectors to nibble at if scared of AI stocks
If only actual earnings justified the broadening.