Section
Earnings
162 posts
Earnings update: We were hoping for more
Earnings update: We were hoping for more by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS ·…
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...
In Defense of Sitting Tight
In Defense of Sitting Tight by Joe Amato, President and Chief Investment Officer—Equities, Neuberger Berman Earnings disappoint again,…
Earnings are set to fall. Again.
Earnings are set to fall. Again. by Eddy Elfenbein, Crossing Wall Street Earnings season is about two-thirds over…
Watch Earnings, Not Fearful Forecasts
Watch Earnings, Not Fearful Forecasts by Brian Wesbury and Bob Stein, First Trust Portfolios L.P. We wish we…
What CEOs Said Last Week: Strategic Directions
What CEOs Said Last Week: Strategic Directions by Scott Krisiloff, Avondale Asset Management Each week we read dozens…
Tales from the C-Suite: The Sky Isn't Falling
Tales from the C-Suite: The Sky Isn't Falling by Scott Krisiloff, CIO, Avondale Asset Management Each week we…
What CEOs Said This Week: Macy's Misfortune
Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below…
What CEOs Said Last Week: Earnings Avalanche
What CEOs Said Last Week: Earnings Avalanche by Scott Krisiloff, Avondale Asset Management Each week we read dozens…
What CEOs Said This Week: Looking for a Curve Ball
Looking for a Curve Ball by Scott Krisiloff, Avondale Asset Management Each week we read dozens of transcripts…
What CEOs Said Last Week: Stable, but Uninspiring
What CEOs Said Last Week: Stable, but Uninspiring by Scott Krisiloff, Avondale Asset Management Each week we read…
Be on the Right Side of Change
Be on the Right Side of Change by Frank Caruso, Dan Roarty, AllianceBernstein Companies are having a much…
Stock Market Earnings Priced for Disaster (But Not to Worry)
Stock Market Earnings Priced for Disaster (But Not to Worry) by Brad McMillan, CIO, Commonwealth Financial Network We're…
What CEOs Said This Week: God Awful Election
What CEOs Said This Week: God Awful Election by Scott Krisiloff, CIO, Avondale Asset Management Each week we…
Hot prices, cold earnings
Hot prices, cold earnings by Macro Man "We may well at present be seeing the first stirrings of…
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
