Earnings Season Update - Capitalism Rears Its Bruised, Pretty Head (GS, JPM, INTC, UFPI)
I have to say that I’m pleasantly surprised by many of the results we’re seeing in week 2 of this vital earnings season. So far 67% of the 43 companies in the S&P 500 that have reported have beaten estimates.
As I have been spending some time collating earnings results to get a feel for the [...]
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 [...]




