Aug. 25 - There were many stories in the second quarter earnings period, and all of them need to be used for evaluations. While non-Financial earnings were up 3.2% in the second quarter, and...
June 26 - As was expected, the Federal Reserve did nothing at its June meeting, holding the Federal Funds Rate at 2%. The Fed statement was a little more hawkish than expected, and generally...
July 24 - S&P still expects a mild, but long, recession, and while housing starts saw signs of life in June, a change in government code largely explains the good news. And while industrial...
Aug. 21 - While economic data remains cold, inflation for July was hotter than hoped. Both headline and core prices were much stronger than expected, and a concern. However, with commodity prices...
April 24 - Earnings are coming in for the first quarter and the numbers are good. 67.2% of the companies are beating their estimates, the market is up 4.6% for the month, and the February 27th...
Dec. 19- Earnings for the third quarter were outstanding, with the S&P 500 posting a 22% gain - its 18th consecutive quarter of double digit gains. But all good things must come to an end.
Feb. 25 - Fourth quarter earnings were devastating, with the Financials actually posting negative earnings for the first time in history, and the index posting a 23% decline.
Jan. 29 - The fourth quarter earnings have been marked by mega-billion charges, negative earnings for the entire financial sector, an almost unimaginable decline. Caution is the word here.
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