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Chart Of The Day: Bernstein Says Crowded Trades Underperform Less Crowded Trades
Wednesday, May 4, 2016 - 12:57pm | 298Popular market trades have significantly lagged the performance of less popular trades. According to Bernstein analyst Ann Larson, crowded trades have underperformed the least crowded trades by about 9.1 percent globally in the past three months. Today, consumer staples, healthcare, technology and...
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Bernstein's Q3 Earnings Scorecard: S&P 500 Companies Overperforming On Earnings, Underperforming On Revenue
Monday, November 16, 2015 - 3:42pm | 402Ann Larson of Bernstein commented in a note that through November 11, 88 percent of S&P 50 companies reported their third-quarter earnings – of which, 79 percent beat or met analysts' earnings estimates. From a historical perspective, only 75 percent of companies managed to beat or meet...