by Clearview Wealth Solutions | Jul 12, 2021 | Recent Commentary
Technology stocks are back. After underperforming the broader market since last October, they sprang to life in June and early July. Inflation fears have cooled which have sent rates lower, and the economy may be experiencing peak growth before the inevitable...
by Clearview Wealth Solutions | Jun 15, 2021 | Monthly Updates
Corporate earnings are on fire. This year’s first quarter was significantly better than expectations with growth coming in at 52% yr/yr. The consensus expectation for the second quarter sits at 61%, after which earnings growth is expected to be 23% in the third...
by Clearview Wealth Solutions | Jun 3, 2021 | Recent Commentary
The booming economy will be a tailwind for corporate revenue while much of the pandemic-era cost cutting remains in place, boosting profit margins. In fact, the S&P 500 components’ forward net profit margins stand at a record-high 12.8%, according to Yardeni...
by Clearview Wealth Solutions | May 18, 2021 | Monthly Updates
All you have to do is look around to see there is inflation pressure everywhere. We appear to be in stimulus shock. M2 has gained 26% year-over-year, the largest gain since 1943. M1, or very liquid money in circulation, is up by 316%. Fiscal spending...
by Clearview Wealth Solutions | May 4, 2021 | Recent Commentary
Since the start of April, 87% of reporting companies have topped EPS forecasts, 75% have exceeded sales forecasts, 16% have raised guidance, and just 2% have lowered forecasts. Overall, S&P 500 earnings growth is currently on pace to total 44% in the first...
