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
Sign in using:
Don't have an account?
The Whisper Report ®
Estimates Too low
Monday, July 6, 2020
One thing seems clear - estimates going into the second quarter earnings season are currently too low.
Monday, June 29, 2020
There is the potential for noise in the employment report, but the data remains trending positively and most data favors buying pullbacks in stocks at this point.
Monday, June 22, 2020
Another canary in the coal mine from Apple as COVID-19 cases jump, but the wrong people appear to be already positioned for such, just as liquidity accelerates.
Monday, June 15, 2020
For at least the next few months, you should probably be buying dips.
Guidance Season is Starting Positive
Monday, June 8, 2020
The number of pre-announcements has dropped significantly, but they have also turned heavily positive, which is favorable during the slow-reporting month of June.
Less Bad Employment
Monday, June 1, 2020
The "less bad" employment data on Friday is well known, but the surprise is what we are seeing from the Fed.
Tuesday, May 26, 2020
The coincident data is now lagging as economic activity continues to improve off the trough.
Monday, May 18, 2020
No... really... don't fight the Fed.
So Last Month
Monday, May 11, 2020
Industrial Production numbers are going to hit 2008/2009 recession levels... but that was so last month
Monday, May 4, 2020
The variable change by the Fed helps the bearish case, but at least we are getting to see the bottoming of some of the data.