Blog

Markets michael santoro Markets michael santoro

Q4 2024 Earnings: “Mixed Results Relative to Expectations”

One thing’s for certain: It’s noisy out there. I like FactSet’s view on earnings season right now:

While the percentage of S&P 500 companies reporting positive earnings surprises is above the 10-year average, the magnitude of earnings surprises is below the 10-year average.

Translation: We remain trending upwards; however, the margin of that trend is slimming.

Read More
Markets michael santoro Markets michael santoro

Election Impacts on the Markets

Today is election day and major U.S. equity indices (and other asset classes) are near their all-time highs, now is the ideal time to explore modern strategies for safeguarding investment portfolios, while accommodating for growth and income.

Read More