With 87% of the companies in the S&P 500 reported as of this morning, let’s call earning season almost over. As we look out over the next few months, investor’s will gain clues on the economy from various sources. Economic…
As we near the end of the 90 day treadmill called corporate earnings, one theme stands out this quarter from a broad group of companies, both in size, geography, and area of practice. Almost every company conference call we listened…
Ok, I will admit it, I am not one to frequent the malls, especially on the weekend. But yesterday afternoon I found myself, along with my four year old daughter in a local mall, Northpark, here in Dallas, searching for…
After last quarters earnings releases, market participants were not sure what to expect moving forward. Most analysts began cutting estimates for the following quarter, as we have seen with this quarters earnings releases, those estimates may have been cut too…
The Bureau of Economic Analysis measure of Economic growth in the US, better known as GDP was released this am at a reading of -1%. While any negative reading means contraction in our economy, this reading was far better than expectations…
While not fretting, we are certainly keeping a very close watch on interest rates. This week, actually in the next few days, the Treasury will auction (fancy Wall Street talk for sell to hopeful buyers) $115 billion in new instruments.…
In our earlier post “Earnings Pouring In Market Still Rangebound..” () we stated that so far the earnings had been pretty good but until further notice the market is still rangebound. The move yesterday moved markets decidedly above our high…
Not knowinng the rules for FOMC chairman, I found myself scanning the US Government’s website this morning (www.federalreserve.gov) to find out if the Op Ed article that Bernanke sent to the Wall Street Journal earlier this week was published on the…
Last week, Intel set a very positive tone for the markets. Intel’s earnings were strong on both sides of the income statement, sales and earnings. Several other large companies also had better than expected earnings last week, moving the market to…
Midway through our first major earnings week of the quarter, companies have reported good numbers, and more importantly, good expectations, especially from three bell weathers. Goldman Sachs, Johnson and Johnson, and Intel, all being important, legacy, large companies, within three…
