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An Earnings Update and Why Estimates Matter

An Earnings Update and Why Estimates Matter

The second quarter of 2019 showed earnings declined by 0.4% in the second quarter of 2019 for all companies in the S&P 500 index, which just happens to be the same exact rate of decline observed in Q1. In both cases, the earnings decline ended up being better than the pessimistic expectations analysts had going into the quarter.

What is a Yield Curve Inversion—and Why It Matters

What is a Yield Curve Inversion—and Why It Matters

If you have been keeping up with the financial press, you have undoubtedly heard about the yield curve inversion. This somewhat technical sounding phenomenon is actually a very simple concept with profound implications for markets, which is why a solid understanding of what we’re talking about is essential for developing a view of future asset performance.

Your Quick Guide to Yields

Your Quick Guide to Yields

An important feature of many types of financial analysis is the yield. This term can have multiple specific meanings, but generally it means the income received on a principal. For instance, a fund that pays investors $3 every year per every $100 invested has a yield of 3%.

The Many Faces of Earnings

What is Liquidity and Why It Matters

Liquidity is one of the most common metaphors used in finance, because it’s also the most important. To understand it, think about liquid: liquid flows easily from one place to another, and so if there is a channel for the liquid to go through (a pipe, a stream, a hose), it will go from Point A to Point B naturally and, well, fluidly.