Research Blog

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11/14/22

The final act of Q3 earnings season is upon us, the time when we begin to hear from US retailers.

11/09/22

We highlight key spinoffs in the chip space, healthcare arena, and transportation industry.

11/07/22

Potential surprises in the week to come include: NI, DD, BDX.

11/02/22

With the buyback blackout period ending for many major companies, will the stage be set for a big late-year rally?

10/31/22

Despite some headline misses in big tech, markets ended the week with a significant rally and the Dow realized its fourth consecutive winning week.

10/25/22

Peak earnings season begins this week with big tech results taking the stage: GOOGL, MSFT, META, AAPL, AMZN, INTC, TWTR.

10/20/22

Management teams are attempting to lower the bar ahead of individual profit reports.

10/18/22

The LERI improves to 93, better than expected but still showing a downward trend in corporate confidence vs the last 4 quarters.

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