Section
Earnings
172 posts
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
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...
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
Dr. Ed Yardeni: Earnings & the Bull Market
Earnings & the Bull Market (excerpt) My bullishness since March 2009 has been driven by rising earnings. The…
Ryan Lewenza: North American Equity Strategy - Q3/13 Earnings Recap
North American Equity Strategy - Q3/13 Earnings Recap by Ryan Lewenza, North American Equity Strategist, TD Wealth Highlights…
"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"
One of the responses to my last post on valuing young companies was that even if you can…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
S&P 500 Earnings Above Or Below Trend?
One market factor frequently mentioned regarding current S&P 500 earnings is they are far above historical trend. An…
