Posts filed under “Earnings”

Markets Now Negative for 2006

click for larger graphic

Infodjia060120chart

chart courtesy of WSJ

>

Was it Japan’s Livedoor investigation and market disruption? Iran’s nuclear ambition? Oil at $68? Avian flu?

No.

I’ll say this as plainly as I know how:  A wide cross section of blue chip companies shit the bed.

Major Misses on Revenue, Earnings or Guidance
Dupont
Alcoa
Yahoo
Intel
Apple
eBay
GE
Citibank

This wasn’t company specific, this wasn’t sector driven, this is not a technical call. This is the Crème de la Crème of corporate America, acknowledging a slowdown in the economy. Period.

If there is another rational explanation, I’d sure like to hear it . . .

 

 

Category: Earnings, Markets

The Rising Risk to Earnings

Category: Earnings, Investing, Markets

Soft Spots Go Beyond Employment

Category: Earnings, Economy, Employment, Inflation, Real Estate, Retail

What Will 2006 Earnings Be Like?

Category: Earnings

An Unprecedented Mass of Buybacks

Category: Earnings, Finance, Markets

P/E vs S&P 500 (50 Years)

As promised, today brings us to the 4th in our series of charts: P/E vs S&P500 click for larger chart courtesy of Mike Panzner, Rabo Securities > I’ll get into the significance of what this means to the markets later, but for now, note where the P/E is over the median, and its impact on…Read More

Category: Earnings, Markets, Psychology, Technical Analysis

Headlines versus Underlying Data

Category: Commodities, Data Analysis, Earnings, Economy, Inflation, Real Estate, Retail

Podcast: Kudlow & Company

Category: Commodities, Earnings, Markets, Retail

Conference Call Transcripts

Category: Earnings

Fundies Blow Delphi Call

Category: Earnings, Investing