Posts filed under “Earnings”

Markets Now Negative for 2006

click for larger graphic


chart courtesy of WSJ


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


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

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