Research Blog

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Leveraging ETF Calendar Data: Finding Alpha and Managing Risk

5/10/22

ETF assets under management swelled in 2021 as investors clamored for both simple strategies and exciting thematic plays.

Earnings Update: Volatility Persists as Consumers Keep Spending

5/09/22

We highlight two once high-flying mid-cap growth stocks and one major consumer-related conglomerate likely to produce market-moving earnings reports this week.

Peak Earnings Season: Energy Stocks Set to Report Big Profits

4/29/22

An Industrials stock and a household Consumer Discretionary name cross our radar with unusual earnings dates.

Tis the Season for Shareholder Meetings

4/26/22

May is the peak in shareholder meetings, a key corporate event type that can bring about management team shake-ups and unexpected business insights.

Tech Titans: Time to Report

4/25/22

Cyclical stocks remain in focus as 3M, Caterpillar, and Southwest Airlines offer glimpses into the health of the economy.

Earnings Season off to a Shaky Start, Eyes on the Consumer and Musk

4/18/22

Consumer activity is a key theme this week as more Financials report.

Q1 2022 Earnings Season Preview: Profit Outlook Tempers

4/08/22

With elevated stock market volatility and recessionary fears casting a dark shadow, stock price reactions will be particularly important this reporting season.

Big Companies Take a Shine to Stock Splits

4/04/22

Stock splits are back by popular demand with many major tech-related companies taking the corporate action.