Section
Earnings
170 posts
LPL: Earnings Season Delivers
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Second quarter earnings season, which winds down this week and…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Do Earnings Revisions Support Markets Under the Surface?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Uncovering Coiled Springs: Why Guardian’s Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, it’s easy to forget there’s a whole world…
Cole Smead: Googling Earnings Quality
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, A wise man once said that…
Stayin’ Alive: Strong Earnings Extend Market Run
by Paul Eitelman, Russell Investments Key Takeaways Encouraging start to earnings season U.S. retail sales rebound Inflation ticks…
Why the Iran Situation Is a Valuable Lesson
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways There are “short-term shocks” and “long-tailed risks” from…
2025 Mid-Year Outlook: U.S. Stocks and Economy
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The U.S. economy…
Denise Chisholm: After the Fall - More Bear Market Stats
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Down nearly 20% on a closing basis, we’re…
Estimates By Analysts Have Gone Parabolic
by Lance Roberts, RIA Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a…
Markets Driven by Multiple Expansion Have Been Durable
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There was no “Santa Rally”; December was a…
The Kalecki Profit Equation And The Coming Reversion
by Lance Roberts, RIA Corporations are currently producing the highest level of profitability, as a percentage of GDP,…
A more dynamic playing field for equity investors
by Mark Pinto and Lucas Klein, Janus Henderson In their 2025 outlook, Head of Americas Equities Marc Pinto…
A Challenge: Markets Up and Earnings Revisions Down
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In the long run, earnings are all that…
BofA's Savita Subramanian: "What seasonality?"
BofA's Equity and Quant Strategist, Savita Subramanian's thesis in the report "What Seasonality?" is centered on the surprising…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
