Tactically cautious, despite the data glitch

Posted by Cam Hui -
In yesterday’s post, I pointed out that, according to FactSet, consensus S&P 500 EPS estimates had dropped about -0.50 across the board over the last three weeks (see 2020 is over, what’s the next pain trade?).     The decline turned out to be a data anomaly. A closer examination of the evolution of consensus […]
To access this post, you must purchase Monthly subscription or Annual subscription (best value).