Torsten Sløk, Ph.D., Deutsche Bank Research: We are experiencing a profit recession without an economic recession. This is not...
Read More
Every now and then a remarkably bad idea springs to life. It gets debated, ridiculed and eventually discarded. In the marketplace of...
Read More
With the stock markets down almost (OMG!) 5 percent from their all-time highs, lots of folks are looking for signs that the bull is...
Read More
Reporting for second quarter earnings are ramping up. Two great informative charts from FactSet show Change in EPS and Estimates vs....
Read More
My favorite quarterly chart book is out. These few charts caught my eye: click for much larger charts
Read More
I am pleased to introduce to Big Picture readers someone I have known and admired for many years: Bruce Bartlett worked for Congressmen...
Read More
It’s Always a ‘Great Quarter, Guys!’ If You’re an Equity Analyst Source: Bloomberg
Read More
Apple’s first-quarter earnings were blow-out numbers. Far beyond what anyone forecast, the figures show Apple arguably had the...
Read More
Markets were under intense pressure earlier today, with the Dow Jones Industrial Average down almost 400 points. Most indexes were down 2...
Read More
A column in the Sunday NYT purports to look at Why the Bear Is Alive and Well. While the main thrust of the column is on point —...
Read More
