Have Industry Analysts Overestimated S&P 500 EPS For 2024?
For 2024, the bottom-up EPS estimate for the S&P 500 (which reflects an aggregation of the median EPS estimates for CY 2024 for...
Earnings Insight Infographic: Q3 2023 By the Numbers
Each week, Earnings Insight offers analysis of critical trends in the S&P 500. Here are key highlights of the third quarter 2023...
CO2 Pipelines Struggle to Navigate Regulatory Risk
Last month, Navigator CO2 Ventures officially ended their Heartland Greenway CO2 pipeline project due to regulatory hurdles and...
ChatGPT Turns 1. What’s Next for AI?
ChatGPT has become more powerful throughout its first year of iterations. It responds better to most prompts (questions and...
Building Products Housing Market Update
There are many macro and industry fundamentals that can move building-products equities. This article considers rates, mortgage...
Black Swan Risks and Valuation Gaps: The Struggles of Single-Asset Miners
While companies in most industries can relocate operations to jurisdictions advantageous to costs, availability of labour and...
U.S. Mergers & Acquisitions Monthly Review: October 2023
U.S. M&A deal activity increased in October, going up 8.5% with 1,219 announcements compared to 1,124 in September. Aggregate M&A...
2023 Tracks as the Weakest Buyback Announcement Year Since Before 2016
Wall Street Horizon has closely monitored the trend in corporate buybacks throughout 2023. It has been a bit like watching paint...
Fewer S&P 500 Companies Discussing “Recession” on Earnings Calls for 5th Straight Quarter
Given continuing concerns in the market about a possible economic slowdown or recession, did more S&P 500 companies comment on...
San Juan Basin Full of Private Operators and Pricing Sensitivity
The San Juan basin, located near the Four Corners area, is a basin in which activity was historically driven by larger, public...
Fewer S&P 500 Companies Discussing “Inflation” on Earnings Calls for 5th Straight Quarter
With the year-over-year CPI number falling back to the 3% to 4% level over the past few months, did fewer S&P 500 companies...
3 Red Flags to Avoid the Snake Oil of ChatGPT Stock Pickers
There’s a popular but dangerous trend spreading even into reputable news sources: Articles about how ChatGPT has been used to...
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