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Category: earnings

For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far

July 31, 2018

But will it be enough?

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Riders On The Storm: Earnings Season Seen As Ray Of Sunshine Amid Gathering Clouds

July 3, 2018July 6, 2018

“So far, so good”.

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You People Gave The Best Earnings Season In Recent Memory The Kanye Shrug. Why?

May 12, 2018

Mehh.

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Trader: ‘Don’t Hold Out For Peak P/E’

April 19, 2018

“Yet, like all good things, it eventually ended.”

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Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?

April 7, 2018April 7, 2018

Remember, the bar is high.

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Maybe You’re Not A Lunatic Gambler After All, Earnings Beats Suggest

January 23, 2018January 23, 2018

“Daddy needs a new pair of shoes.”

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Of Short Squeezes And Outsized Earnings Day Moves

January 12, 2018January 12, 2018

It’s earnings season! Who’s excited?

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Cities Upon Hills And Castles In The Sky.

January 12, 2018January 12, 2018

Thank God it’s Friday.

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Goldman’s ’25 Ideas For Earnings Season’ & Why Index Moves No Longer Matter

July 12, 2017

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.

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Goldman Previews Q2 Earnings Season

July 9, 2017July 9, 2017

Look, here’s the thing: Goldman has got some shit on their chest they need to get off with regard to upcoming earnings results.

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“Hakuna Matata”?

June 22, 2017

“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”…

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Goldman Took The Pulse Of Corporate America. Here’s What They Found

May 12, 2017

” 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.”

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Here Are Goldman’s “25 Tactical Trades” For Earnings Season

April 12, 2017

Ok, so who’s excited about earnings season? If you raised your hand, then Goldman has

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Trader: Shut That Lyin’ Mouth And “Get ‘Em While They’re Hot”

April 12, 2017April 12, 2017

“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”

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We Don’t Need No Stinkin’ Earnings

February 26, 2017

You’d better hope…

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Mind The GAAP

January 16, 2017

“I pro-forma’d the f*ck out of those people in there! Voila!”…

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Wednesday Chart Check (EU Head Scratcher Edition)

January 4, 2017January 4, 2017

Riddle me this Batman…

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Barclays Surveys 885 Investors – Here’s What They Found

December 16, 2016December 16, 2016

I’ve said it until I’m blue in the face (or maybe “yellow in the face”

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2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

December 15, 2016

As 2016 comes to a close with US risk on a veritable tear thanks to

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Monthly Letter+

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May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

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