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Earnings Outlook

Aug 24, 2023

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


Aug 1, 2023

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