Section
Earnings
172 posts
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…
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...
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…
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
Navigating Earnings Season: From Pricing with Margin
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Earnings are coming in. Pricing is holding up,…
Navigating Earnings Season: The Death of Price over Volume
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Companies have shifted from prioritizing price increases over…
Looking for the line in the sand
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Everyone likes new market highs. We do too, even…
Navigating Earnings Season: The Coming Outlooks
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Companies will be updating their annual revenue and…
Earnings Bar Lowered As Q2 Reports Begin
by Lance Roberts, RIA Wall Street analysts continue significantly lowering the earnings bar as we enter the Q2…
Double-Digit Earnings Growth on Tap
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Adam Turnquist, CMT, Chief Technical Strategist, LPL Financial With stock…
John Lynch: Earnings Preview
by John Lynch, CIO, & Team, Comerica Wealth Management Companies in the S&P 500® are projected to deliver…
Key takeaways from Q1 earnings season around the world
by Paul Eitelman, Russell Investments Executive summary: Results from U.S. first-quarter earnings season are tracking well above consensus…
4 equity insights from a mostly sunny earnings season
by Carrie King, CIO of U.S. and Developed Markets, BlackRock Fundamental Equities Strong Q1 earnings were a bright…
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Earnings, trick or treat?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos October 30, 2023 We are about halfway…
