- I’ll first describe what’s going on with earnings as 55% of companies have reported. We’ll discuss insurance a bit more.
- A helicopter view shows that the S&P 500 averages have a large distribution.
- I’ll conclude with some inconsistencies everyone should be aware of when listening to Wall Street and earnings.
55% of S&P 500 companies have now reported earnings, and it’s always nice to check those aggregate earnings to see how the market is breathing.
I‘ll show you the data from the current earnings, which are very interesting, but I’ll also show you the difference between what Wall Street is painting and reality. Let’s start with current earnings. More →