S&P 500 earnings are estimated to have a strong recovery going into 2017 – P/E may not be excessive

| October 17, 2016

S&P 500 earnings are expected to show strong recovery in 4Q16 and 2017.  YoY earnings growth is estimated to be up !14% in 3Q just finished and up ~35% in 4Q over 2015.  Current 2017 earnings are estimated to be up nearly 20% over 2016.  82% of the S&P 500 companies have that reported so […]




Diabetes is an epidemic – we will need lots of medical technology to diagnose and treat millions of patients

| October 17, 2016

There are an estimated 30 million people in the U.S that are afflicted – nearly 1 in every 10 people have the disease.  Think of that when you are in an airport or shopping mall.  That number is expected to continue to grow by ~500k per year.  Of those afflicted today, 8.5 million people are […]




Lots of 30 year olds – signals sustained eco growth ahead

| October 17, 2016

Demographics don’t lie.  Baby Boomers turning 30 drove the growth in consumer spending and bull market in the 80’s.  Millennials turning 30 will likely drive sustained spending for the next decade.  30 somethings have more children, become more productive, earn more money and act more like adults.  Millennials are the most educated generation to ever […]