Earnings Archives - Page 5 of 21

We have been noting that earnings expectations are way too high for the second half of the year (Q3 +20%, Q4, +50%). It turns out that...

A brief review of recent Merrill CEO statements: 1. We don’t need capital; 2. We could use some capital, but we won’t sell...

I’m on an earlier than usual train home today, to take the missus out to dinner (she just flew back into NY today). Change at...

Jason Zweig has an interesting column today in the WSJ: Inquiring minds want to know: What would Graham do? This column, named after...

James is an unusually clear eyed analyst: “In good times, few focus on such ‘mundane’ issues as earnings quality and footnotes....

Here’s a fun trick: Go to SeekingAlpha, and in their searchbox type in the word "Recession." Then filter for...

The anticipated bear market bounce in Financials has led to the usual fools’ chorus that the worst is behind us, the economy is on...

Longtime readers of mine — going back to the email days 10 years ago — will note that at various times I have been bullish or...

Every time I read an article like the one below, I get a flashback to that scene towards the end of Animal House, when Kevin Bacon...

Yes, we’ve turned the corner, out of the woods, always darkest before the dawn. What — whats that you say? More writedowns?...