Healthy dose of ed hyman. Sharpied, black markings, shut up and read this, that is what he says in his required read. Required listening for the new year. Great to have you with us. When you get the black sharpie out and you are standing at your desk on fifth avenue, what are you marking up with the greatest intensity . Ed i hate to disappoint you, but now it is all electronic. Tom what are you circling the most right now . Ed what i am circling the most earnings. We can have a good conversation , but at the end it is all about earnings. Earnings right now, bottomup analysts, not from me, are at 145 for the Third Quarter of next year and that is without tax cuts. At about 10 and you get 155 and if you were to go three years with growth 10 you get to 200. Those are huge numbers and i got through doing an exercise , watching the game tape after khe game, and every market pea was down, now they are going straight up. Tom it is the Little Things we see through the quarter, through months,
Were taking a look at how the president ial cycle affects the stock market. Is this something you closely follow scott . Not as a trader on a dayto day basis but if you look historically dating back probably 7080 years, this actually does make sense. There is absolutely a pattern to how the market works during the cycle. You look at it and the year before the election and the third year into the president ial cycle have historically been the two best years of the cycle to be in the market. Not only on the upside but also those are the years with the least amount of decline. That makes sense. You havethe year before the president takes office, its election time and everyone is positioningboth democrats and republicanswhat theyre gonna do for the economy, what theyre gonna do for taxes. Its more of a feel good issue. Once they get into Office Things seem to calm down a bit. In fact, the first and second years after the president being in office are historically two of the least advantage
Olin Business School MBA students working in class. While Olin is a leader in MBA entrepreneurship, ETA interest is exploding there — as it is at B-schools across the country. Olin photo Max Kleeman . The post Entrepreneurship Through Acquisition Exploding At WashU Olin & Other B-Schools appeared first on Poets&Quants.
2024 ClimateCAP Fellows. The 12-month fellowship Each year, the ClimateCAP Initiative, a program led by Duke University’s Fuqua School of Business in partnership with 43 other business schools, selects a group of 12 highly . The post Meet This Year’s ClimateCAP Fellows: 12 MBA Students In Pursuit Of Climate Solutions appeared first on Poets&Quants.
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