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Earnings Outlook

May 18, 2023

We discuss whether profitability concerns have been over-done and what that means for the outlook.

Apr 13, 2023

We discuss whether current earnings estimates reflect the fundamental ground reality.

Nov 10, 2022

We discuss the big-picture takeaways from the Q3 earnings season and the forces that shaped it.

Oct 20, 2022

We discuss whether the Q3 earnings season will be able to reset market expectations for the coming periods.

Aug 4, 2022

With the bulk of the Q2 earnings season now behind us, we discuss the key trends emerging from this reporting cycle.