Archives for July, 2016

  1. July 25, 2016

    It’s happened again! Expectations for a return to earnings growth are being postponed. According to FactSet, Q3 2016 earnings are now expected to shrink by -0.1%, thus extending the current earnings recession, which has already persisted for more than a year. During… More >>

  2. July 18, 2016

    One of the best parts of visiting with your friends and clients is the fairly large dose of reality that you receive. For professional investors, getting used to the up’s and down’s of the market builds a certain level of emotional immunity. Those that make… More >>

  3. July 11, 2016

    With the start of the 3rd quarter under way, it's customary for us to provide our readers and clients with our Look Ahead. For a PDF copy, click here. For our audio and video presentation, click here. The following are a few key themes in our Look Ahead: Earnings are… More >>

  4. July 5, 2016

    With all the recent turmoil around citizens of the U.K. voting to leave the European Union, it's easy to get caught up in the emotions of the event and forget about the original ‘Brexit’. As yesterday was our nation’s birthday, let's not forget that over… More >>