Feb 15, 2024
We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.
Jan 18, 2024
We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.
Nov 16, 2023
We discuss how the overall earnings picture is shaping up after the Q3 results.
Oct 19, 2023
We discuss how the overall earnings picture is shaping up after the early Q3 results.
Aug 24, 2023
We discuss whether profitability concerns have been over-done and what that means for the outlook.