Earnings Season Getting Underway

Earnings season gets under way this week, and so far we’ve seen less "earnings beats" than in prior quarters since the 2003 lows.

With just 11% of S&P 500 companies reporting, 62% have beaten estimates, while 19% have missed estimates. Analysts have been overly optimistic compared to past quarters.

Spx_eps

Chart courtesy of Birinyi Associates

Category: Earnings, Markets

Bullish Sentiment Survey

Category: RR&A

Real Consumption versus NAHB Sentiment

Category: Consumer Spending, Economy, Psychology, Real Estate

Linkfest

Category: Weblogs

How Easily Can Your Brain Be Fooled?

Category: Apprenticed Investor, Psychology

Overvalued, Overbought, Overbullish

Category: Data Analysis, Investing, Markets, Technical Analysis

Dave Brubeck Quartet

One of my favorite Jazz musicians to chill out to after a harried week (like this one) is Dave Brubeck. Its perfect music to just kick back and relax. Even if you don’t know Brubeck, you probably know of him via the song Take Five. It was on the album Time Out, the first million…Read More

Category: Digital Media, Music

Info Dissemination

Category: Financial Press

Are Economic Gains Just Hot Air?

Category: Economy, Federal Reserve, Financial Press, Inflation, Psychology, Retail

Blogger’s Take: Q4 Earnings

Category: Blog Spotlight, Earnings