Category: earnings
Trader: ‘Don’t Hold Out For Peak P/E’
“Yet, like all good things, it eventually ended.”
Maybe You’re Not A Lunatic Gambler After All, Earnings Beats Suggest
“Daddy needs a new pair of shoes.”
Of Short Squeezes And Outsized Earnings Day Moves
It’s earnings season! Who’s excited?
Goldman’s ’25 Ideas For Earnings Season’ & Why Index Moves No Longer Matter
Listen, if you haven’t been able to capitalize on a universe of compelling event-driven opportunities in US equities, then that’s your problem.
It’s certainly not the fault of Goldman’s John Marshall and Katherine Fogertey.
Goldman Previews Q2 Earnings Season
Look, here’s the thing: Goldman has got some shit on their chest they need to get off with regard to upcoming earnings results.
central banks credit dollar earnings economy emerging markets europe france geopolitics S&P 500 saudi arabia syria
“Hakuna Matata”?
“In our opinion, this is not dangerous market complacency but a reflection of an abnormally tranquil macro environment, with a benign economic outlook, very supportive financial conditions, and lower political risks”…
Goldman Took The Pulse Of Corporate America. Here’s What They Found
” The first thing I’d say is that through March 31, as we look at our results, it’s hard for us to see anything that’s suggestive of a material uptick in consumer confidence or consumer or commercial spending.”
Here Are Goldman’s “25 Tactical Trades” For Earnings Season
Ok, so who’s excited about earnings season? If you raised your hand, then Goldman has some knowledge they want toContinue Reading
Trader: Shut That Lyin’ Mouth And “Get ‘Em While They’re Hot”
“Too many commentators have fallen into the “everything is binary” trap and decided that if you assume each event will end badly, there’s material to turn out a good rant”
We Don’t Need No Stinkin’ Earnings
You’d better hope…