Sean Russo
Ritholtz Wealth Management
“generally, outside of recessions, analysts nail it. They nail earnings. Unless it's 2001, 2002, 2009, and then 2020. So for the most part, analysts are actually right.”
“we're looking at the S&P 500 in points on the far left. And then the contribution to the points change year to date, the Mag 7's in gray and the other 493 is in I guess a black or dark blue. So the 493 is absolutely trouncing the Mag 7 so far this year.”
Sean Russo
One-line summary: Ritholtz Wealth Management; Compound contributor. Tracked here for the analyst-EPS-accuracy base rate and the Mag-7-vs-493 contribution data.
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On steroid-era-earnings-inflation:
"generally, outside of recessions, analysts nail it. They nail earnings. Unless it's 2001, 2002, 2009, and then 2020. So for the most part, analysts are actually right." — 2026-07-17-podcast-the-compound-and-friends-you-re-about-to-see-the-real-ai-winners-stand-up (2026-07-17)
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On ai-creators-to-adopters-rotation:
"we're looking at the S&P 500 in points on the far left. And then the contribution to the points change year to date, the Mag 7's in gray and the other 493 is in I guess a black or dark blue. So the 493 is absolutely trouncing the Mag 7 so far this year." — 2026-07-17-podcast-the-compound-and-friends-you-re-about-to-see-the-real-ai-winners-stand-up (2026-07-17)
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