Barron’s Notes Disparity Between Individual Company, SPX Estimates
There was an interesting article in Barron’s discussing the disparity between the consensus estimates for individual companies in the S&P 500, and the aggregate SPX earnings measure that has been assigned by global and U.S. strategists at the major institutions. Sounds a bit confusing, doesn’t it?
Well, it could have been presented better in the article [...]
Barron’s Puts a Bull on the Cover; Abelson Notes Consumer Weakness
Ok, so it was a wounded bull, broken and fight-battered. But he was still standing, and Barron’s continues to sing a bullish, albeit muted tone. In his leadoff piece Alan Abelson noted that nobody really trusts the initial GDP figure for the 3rd quarter of (.3%), with most seeing the number fall when official numbers [...]




