Walmart Earnings & the State of the Consumer
Earnings Outlook
We discuss what Walmart’s blockbuster results tell us about the health of the consumer economy.
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Are Higher Interest Rates Weighing on Earnings Growth?
Earnings Outlook
With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.
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Handicapping the Earnings Outlook
Earnings Outlook
We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.
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Earnings Season to Clarify the Macro Picture
Earnings Outlook
We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.
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Has the Profit Cycle Bottomed?
Earnings Outlook
We discuss how the overall earnings picture is shaping up after the Q3 results.
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Taking Stock of the Earnings Picture After the Early Releases
Earnings Outlook
We discuss how the overall earnings picture is shaping up after the early Q3 results.
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Key Takeaways from the Q2 Earnings Season
Earnings Outlook
We discuss whether profitability concerns have been over-done and what that means for the outlook.
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What Do the Q2 Earnings Reports Show?
Earnings Outlook
We discuss whether profitability concerns have been over-done and what that means for the outlook.
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Key Takeaways from the Q1 Earnings Season
Earnings Outlook
We discuss whether profitability concerns have been over-done and what that means for the outlook.
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Are Earnings Estimates Too High?
Earnings Outlook
We discuss whether current earnings estimates reflect the fundamental ground reality.
info_outlineWe discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.