corporate profits Tag

US Corporate Profit Margins Are Coming Back Down To Earth

29 May, by Knowledge Leaders Team in News

Today wasn't the best day for US economic releases. The 2nd revision of 1Q GDP was (unsurprisingly) revised down from 0.2% to -0.7%. The release that caught our eye, however, was the initial release of corporate profits in the US for the first quarter. After-tax...

US Corporate Profits and Margins Bounced Back In The 2Q

28 Aug, by Knowledge Leaders Team in Uncategorized

The preliminary estimate for corporate profits in the second quarter were released this morning and showed a rebound from the abysmal first quarter profits. Looking at after-tax profits with inventory and capital consumption adjustments, corporate profits 8.4% quarter-over-quarter AR which is the largest gain in three...

Usefulness of Shiller P/E

24 Oct, by Knowledge Leaders Team in Uncategorized

We received a question today regarding the usefulness of the Shiller P/E.  For starters, it has a wonderful long-term history.  There aren’t many series where we have 130 years of history....