Tag Archives: Earnings

Investment Spin Cycle

Investment Maytag Cycle

The global markets on a distinct three month pattern that begins with earnings and ends with policy makers.

As a purveyor and observer of newsflow, there appears to be a distinct pattern to our investment world right now. Not surprisingly, it is a quarterly time frame.

One, we get real news on earnings and outlook from companies. Two, we get the interpretation and clarification from analysts/strategists on what these numbers mean for each sector and the economy. Third, we get economic data to support or negate this viewpoint with economists providing their outlook. Fourth and finally, we … …READ MORE

Posted in Front Page | Also tagged , | 1 Comment

Ideas and Themes For The Coming Week

This is a holiday shortened week with Easter looming and most of Christian Europe on holiday from Thursday on…

However, there are some key things happening.

1. Earnings season starts on Tuesday with Alcoa leading it off. Remember, the analysts are expecting overall earnings to be down 36% in the quarter. The focus should be not on the actual earnings, but the outlook/guidance that companies give for the rest of the year. Also, look to see which managements are backing up positive guidance with share buys. Also, consumer credit comes out as well as hope for consumer spending with stimulus … …READ MORE

Posted in Front Page | Also tagged , , | Leave a comment
  • Recent TWEETS @abusch