I'm traveling again and so this will run shorter than normal. This trip is a combination business trip and vacation so my wife Fay is along and we're visiting my home town of Aiken, SC this weekend. I've promised to take her to the polo matches this afternoon so I'm on a tight deadline. We've still got another week on [...]
Over the last couple of months I've dedicated a good portion of these weekly commentaries to the various headwinds I see facing the global economy and markets. Everyone, it seems, knows what the risks are and I'm beginning to wonder if, being so well known, the actual events may prove less jarring to sentiment than I've been expecting. There is, [...]
Remember all that talk about 10 days ago about how earnings were coming in so much better than expected? Yeah, not so much. From Bespoke: Over the first ten days of earnings season, the percentage of companies beating earnings estimates remained above 70%, which would have been one of the highest readings seen over the last ten years. Over the [...]
Joseph Gomez, Sr. Investment Advisor Companies are clearly having a tougher time living up to analyst expectations this season. Currently, only 58 percent of companies have managed to beat estimates. Even though we are in the middle of earnings season, analysts have continued to lower their earnings estimates at a quickening pace. There is a factor of seasonality at play here too. [...]
Welcome to 2012. While the S&P 500 was essentially flat last year, our clients enjoyed their third year of out-performance, which judging by the results of many of our peers, is saying a lot. We will shortly have our final numbers available to registered users only, so click here to register. Of the markets I track, Feeder Cattle was the [...]
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