"Consensus projections for the 12-month forward EPS growth continue to rise, as the broader market (i.e. the S&P493 in the US) embarks on an earnings upcycle after returning to profits for the first time in six quarters this season."

By: Daily Chartbook

Fun fact for today. From January 2021 through August 2024, the aggregate weekly paycheck for nonfarm employees (private nonfarm payroll times average weekly earnings) has increased by 29.3%.

By: Paul Kasriel

Recession Risk is Rising

By: Topdown Charts

Investment Manager Index: "Risk appetite has deteriorated sharply in September to its lowest for nearly two-and-a-half years ...

By: Daily Chartbook

In its latest survey, the NFIB revealed that a net 37% of firms reported lower earnings over the past three months, the worst reading since the Great Recession.

By: Peter Berezin

🏎️ Ferrari Has Been Crushing Dollar General: Here’s What That Tells You

By: Stephane Renevier, CFA

🚨IS THIS THE BIGGEST CONCENTRATION BUBBLE IN HISTORY?🚨

By: Charles-Henry Monchau, CFA, CMT, CAIA

Expected Long-Term Earnings Growth

By: Topdown Charts

JOLTS total non-farm payrolls miss, falling to 7.673m versus 8.10m expected, confirming the US labor market has continued softening as the US Fed has remained "higher for longer".

By: Oliver Loutsenko

The Great Martis: Buffett is sitting on a mountain of cash for a reason. This is the most overvalued market in history. The median sits 63% lower.

By: Subodh Warekar