Section
Earnings
160 posts
Global Summer Earnings ā Sizzle or Fizzle?
Global Summer Earnings ā Sizzle or Fizzle? by Burt White, Chief Investment Officer and Matthew Peterson, Chief Wealth…
Fundamentally Speaking: Earnings at Risk
by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can…
What CEOs Said Last Week: "This is the end of an era"
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season started this week, but only with a few reports.…
What CEOs Said Last Week: Millenials are forming homes after all
by Scott Krisiloff, CIO, Avondale Asset Management This was a light week for earnings reports since itās the…
What CEOs Said Last Week: "Everybody Loves Amazon"
by Erick Mokaya, Avondale Asset Management Editorās note (@skrisiloff): Iāve been off for a few weeks working on…
What CEOs Said Last Week: The Global Economy has Momentum
by Erick Mokaya, Avondale Asset Management Global growth is firming up despite the fact that inflation has not…
What CEOs Said Last Week: Downside risk is probably outweighing the upside risk
by Erick Mokaya, Avondale Asset Management Optimism and confidence run high around the world andĀ the economic recovery in…
Earnings vs. Profits & The Bull Market
by Lance Roberts, Clarity Financial A recent article by Joe CiolliĀ stated theĀ equity bull marketās biggest catalyst looks like…
What CEOs Said Last Week: Europe is attracting renewed interest
by Erick Mokaya, Avondale Asset Management tĀ“s been a light week for earnings as the Q2 earnings season…
Earnings update: Raising the bar
Earnings update: Raising the bar by Burt White, CIO, LPL Research KEY TAKEAWAYS ā¢Ā First quarter earnings season has…
What CEOs Said Last Week: Valuations should be at a discount, not a premium
by Erick Mokaya, Avondale Asset Management Consumption was weak in Q1 but the global economic recovery is expected…
What CEOs Said Last Week: "Nothing much has changed in the economy"
by Erick Mokaya, Avondale Asset Management Editorās note: Please note that this weekās post was compiled by Erick…
What CEOs Said Last Week: "Companies love tax reform"
by Scott Krisiloff, CIO, Avondale Asset Management Optimism continues to run high even though the hard data isnāt…
What CEOs Said Last Week: People are no longer just "cautiously" optimistic
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season is back and CEOs are optimistic. It was really…
What CEOs Said Last Week: The Consumer is Pretty Steady
by Scott Krisiloff, CIO, Avondale Asset Management It was another very light week for corporate comments. The consumer…
