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Low Quality, Muddled Macro Messages, 2023 EPS Softening vs. 2024 Recovery
Season 5 Episode 6
This week in the podcast, we reflect on the most interesting question we received last week, and our latest thoughts on earnings. Three big things yo…
3 years, 4 months ago
Trading Like Fed Is Done, Case For Valuation Expansion, EPS Sentiment Improves
Season 5 Episode 5
This week in the podcast, we touch on hot topics and interesting things that jumped out in our inbound client questions and high frequency indicators…
3 years, 4 months ago
Keeping A Close Eye on Industrial Layoffs, Case For Stocks Emerging on 2024 EPS
Season 5 Episode 4
This week in the podcast, we highlight the most interesting question we got last week, some thoughts on earnings, and updates on our high frequency i…
3 years, 4 months ago
EPS Backdrop Continues To Soften, Transcript Takeaways, 02-03 Path Still Intact
Season 5 Episode 3
Today in the podcast, we reflect on hot topics and some of the most interesting things we saw and heard last week for the early reporters and our hig…
3 years, 5 months ago
Former Leaders Finally Start To Take Their Earnings Lumps
Season 5 Episode 2
Two big things you need to know: First, 2023 EPS forecasts have continued to soften, with former leadership sectors like Energy finally taking their …
3 years, 5 months ago
Tax Tidbits, TIMT Damage in Context, The ISM Playbook, Small Caps' Solid Start
Season 5 Episode 1
Today in the podcast, we run through some of the most interesting questions we got from US equity investors last week as 2023 got underway. Four big …
3 years, 5 months ago
Thoughts on Sectors Heading Into 2023
Season 4 Episode 25
Three big things you need to know: First, our analysts have a slightly positive tilt in their outlooks for performance over the next 6-12 months, as…
3 years, 6 months ago
Questions From Europe, The Pricey US, Weaker USD & China Reopening Thoughts
Season 4 Episode 24
Today in the podcast, we reflect on hot topics and some of the most interesting things we saw and heard last week. Three big things you need to know:…
3 years, 6 months ago
2023 US Equity Market Outlook - The Tug of War Continues
Season 4 Episode 23
Today in the podcast, our thoughts on the 2023 outlook for the US equity market. Three big things you need to know: First, our year-end 2023 S&P 500 …
3 years, 6 months ago
Cooling Inflation Implications, Midterm Musings, 3Q22 Reporting Season Update
Season 4 Episode 22
Today in the podcast, we reflect on hot topics and some of the most interesting things we saw and heard last week. Three big things you need to know:…
3 years, 7 months ago