parker

This counterintuitive chart defines the stock market – Business Insider

There’s nothing more important to stock prices than earnings and expectations for earnings growth. Earnings, or net income, is literally the bottom line.While that’s a principle that plays out in the market in the long-run, it unfortunately isn’t promised in the short-run.Take this chart FactSet’s John Butters updates regularly. It shows the trajectory of the S&P 500 with the trajectory […]

If you're in the stock market, it doesn't matter if you … – Business Insider

Sam Ro

Jun. 1, 2015, 11:38 AM
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There’s nothing more important to stock prices than earnings and expectations for earnings growth. Earnings, or net income, is literally the bottom line.While that’s a principle that plays out in the market in the long-run, it unfortunately doesn’t in the long run.Take this chart from FactSet’s John Butters. It shows the trajectory of the S&P […]

What does the stock market's valuation tells us … – Business Insider

Wikimedia CommonsMorgan Stanley’s US equity strategy team published a note Monday titled “We Are Full of Bull.”In it, strategist Adam Parker identifies a multitude of reasons to be bullish.However, many of the more bearish folk continue to point to the S&P 500’s price-to-forward-earnings ratio (P/E), which at 17x is not reflective of a cheap market.Parker actually believes the stock market […]

2014 The Year that Was

In 2014, the Green Economy — dominating the media enviro beat and UN negotiations since well before the 2012 Rio Earth Summit – merged and morphed into the Sharing Economy and the Maker Economy to offer us a vision of Transformative Transnationalism. But, is this really a new Triple Bottom-line or just the same old Triple-Bottom Feeders? ETC Group takes […]

Morgan Stanley Predicts Stock Market Surge | FOX40 – KTXL

NEW YORK (CNNMoney) — Worried about a stock market bubble? Morgan Stanley sure isn’t.In a compelling 27-page report released on Tuesday, the investment bank said the S&P 500 could surge to 3,000 by 2020. That’s a pretty big leap considering the index only topped 2,000 last week.Their reasoning is that the economic recovery isn’t even close to being over.“We believe […]

Momentum Stocks Might Not Rebound – Business Insider

Deutsche BankChart 1.Volatility has returned to the markets, and growth stocks in information technology and health care have led the way down.The chart above, from Deutsche Bank strategist Keith Parker, shows the extent to which fund positioning has helped fuel the recent decline in the stock market.”Performance over the last month across stocks and sectors has been driven by position […]

STOCK MARKET SURGES TO ALL-TIME HIGH – Business Insider

The S&P 500 has just hit a new all-time high at 1851.55 this morning.The previous peak was on January 15, when the index hit 1850.84. After that, the market fell 6% through February 3. Since then, it has surged higher, erasing all of those losses and then some.This morning, the index is up 0.8%, trading above 1851.The chart below shows […]

Deconstructed Global Stock Market Returns – Business Insider

In the long-run, earnings are without question the most important drivers of stock market returns.Dividends, which are a usually financed with earnings, are another big driver of total returns.In the short-run, however, returns can be effected tremendously by swings in the premium investors are willing to pay for those earnings. This is reflected by an expanding or contracting […]

Investors Are Asking About The Market Multiple – Business Insider

Deutsche BankStocks have soared a staggering 26% this year, far outpacing earnings growth.
And when stock returns outpace earnings growth, then the price-earnings (PE) multiple is expanding.”Year to date, 75% of the S&P return has come from its PE expanding to 16.5x from 13.7x trailing EPS at 2012 end,” wrote Deutsche Bank’s David Bianco in a recent note to clients.Forecasting what […]