Research Blog

Welcome To Shareholder Meeting Month: AI, Oil, and the Consumer Are In the Spotlight

5/06/26

A busy docket of Annual General Meetings follows what has been a very strong Q1 earnings season.

Read More

Earnings Strength Takes Center Stage as the Busiest Week of the Q1 Season Arrives

5/04/26

This week marks the busiest of the Q1 2026 earnings season with 3,213 companies expected to report.

Read More

Berkshire Hathaway at a Crossroads: No Buffett, Record Markets, Big Questions

4/29/26

Berkshire Hathaway's annual shareholder meeting comes as its stock lags the S&P 500® by the most since the 2000 dot-com bubble.

Read More

Mag 7 Earnings on Deck: AI Monetization and Leadership Transitions Take Center Stage this Week

4/27/26

All eyes turn to the Magnificent 7 this week as Alphabet, Meta, Microsoft, Amazon and Apple all report Q1 2026 results.

Read More

Stocks Shook Off the March Dip: Now Q1 Earnings and April Data Take Center Stage

4/22/26

The Q1 reporting season is off to a solid start, but investors must also eye macro data points ahead.

Read More

Q1 Earnings Kick Off: Strong Results and Record CEO Confidence Anchor the Market

4/20/26

The Q1 2026 earnings season has officially started, and the early results suggest a market that is largely defying the geopolitical fog we’ve discussed. 

Read More

Q2 2026 Investor Conference Calendar: Reading the Corporate Body Language

4/15/26

In a landscape defined by AI disruption, geopolitical shifts, and cooling consumer strength, investors must look beyond the slides to decode the corporate body language that will drive market trends this quarter.

Read More

Q1 2026 Earnings Preview: Double-Digit Growth and the Visibility Gap

4/14/26

Banks kicked off Q1 2026 earnings season yesterday with a rare Goldman Sachs front-run, with JPMorgan, Citigroup and Wells Fargo on deck for today.

Read More