The Week Ahead, July 13th Edition; Thoughts, Rants, & Expectations (GS)
While earnings season is officially underway, investors have been bypassing the earnings appetizers and awaiting the main course, which begins serving this week.
Alcoa is the standard torch-bearer, but it’s not a bellwether for much more than aluminum prices these days. (you can read my earlier notes on Alcoa at the end of this post on [...]
FedEx, Texas Instruments - Two Warnings, Two Very Different Results (FDX, TXN)
It’s just been raining guidance the past few days. Some companies are dropping it altogether, a few are reaffirming prior cuts, and many more are taking an axe to Q4 and 2009 estimates.
Two particularly noteworthy guidance changes came out after the bell Monday, as FedEx (FDX) and Texas Instruments (TXN) both set new (read: tentative) [...]
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