A look at earnings from the view of macro-economists and market technicians
A bottom-up view of earnings from professional equity analysts
Documentation, research, and support for the information provided
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The Whisper Report ®
Still Sell Volatility
Monday, August 14, 2017
Just a reminder - leading indicators still say we should be sellers of volatility.
Cool Temps and a Bubble
Monday, August 07, 2017
Unusually cool temperatures for most of the U.S. in August brings much needed relief to the retailers just as they begin reporting earnings this week; but it may also be a sign that Greenspan's bubble is about to unwind.
Monday, July 31, 2017
The trend remains our friend but post earnings moves have been reminiscent of the summer of 2007 and now early employment data is showing weakness for the first time this year.
Monday, July 24, 2017
Upside revenue surprises are their highest in nearly six years, yet investors don't appear to be buying into the rally.
Now the Staples
Monday, July 17, 2017
The overall market remains trending higher, but evidence favors the Staples this earnings season.
Monday, July 10, 2017
While seasonality is a concern later this earnings season, statistics favor trading long ahead of earnings for now.
Positive Earnings a Positive
Monday, June 26, 2017
The low inflation along with rising wages has created concerns of a profit squeeze in the second-half, but the results in June suggest improving earnings
Follow the Fed's Actions, Not Words
Monday, June 19, 2017
At least for now, it is more about what the Fed is doing rather than what the Fed is saying.
Profit Taking in Momentum
Monday, June 12, 2017
Friday's selling of the momentum stocks has put a surprisingly high focus on a crash for a market trading around its high, but we aren't getting a signal for the broader market yet.
Monday, June 05, 2017
There might not be enough new information to bring additional buying into the market after the recent acceleration, but the trends still have room and the technicals lean positive.