Here’s how you read the chart:

• The upper end of each squiggly line is the first Wall Street consensus estimate; the bottom of each line is the last.

• Note that for 2016 (the orange line), the first estimate was for $137 earnings per share on the S&P 500 Index, and the...

Current or near-term jobs in manufacturing are not the critical issue. We are rapidly entering the Age of Transformation, a period in which change will continue to accelerate until it comes at us blazingly fast. And I’m not talking about just the introduction of new te...

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The Whitewater Blog

Portfolio Justification and Devils' Advocacy