For guys without a Bloomberg, which source do you recommend for the following data points:
„What I’m monitoring is the forward EPS revisions breadth (not just headline number, but the proportion of revisions going up vs down), margin commentary in earnings calls, and crucially the relationship between nominal and real corporate revenue growth (and broad nominal vs real growth).“
Very good piece!
Thank you!
Good read mate
Thanks man!!
Great read!
For guys without a Bloomberg, which source do you recommend for the following data points:
„What I’m monitoring is the forward EPS revisions breadth (not just headline number, but the proportion of revisions going up vs down), margin commentary in earnings calls, and crucially the relationship between nominal and real corporate revenue growth (and broad nominal vs real growth).“
Thanks man! Use TwelveData and FRED for all of those data sources