Managing Earnings and ExpectationsWeekly CEO Commentary 10-29-12Tim Phillips CEO, Phillips and Company
We are over two weeks into earnings season, and it looks like companies are doing two things: managing their earnings well, and also managing expectations well.
Through the… More >>
The Stealth Consumer
Weekly CEO Commentary 10-22-12
Tim Phillips, CEO – Phillips and Company
For the third month in a row, retail sales numbers were stronger than expected according to the US Census Bureau. Perhaps the consumer is doing better than most give credit.… More >>
Q4 2012 Look Ahead: Look Beyond 66 DaysWeekly CEO Commentary 10-15-12Tim Phillips, CEO – Phillips and Company
Every quarter for the last several years, I have presented a “Look Ahead” for the coming quarter during my committee meetings with institutional… More >>
Part Time ConfusionWeekly CEO Commentary 10-8-12Tim Phillips, CEO – Phillips and Company
In September, the unemployment dropped to 7.8% from 8.1%, according the Bureau of Labor Statistics report last Friday. With such a dramatic drop in the unemployment rate, you would… More >>
The Real Meaning of RetailWeekly CEO Commentary 10-1-12Tim Phillips, CEO – Phillips and Company
If you look at the chart below from the Federal Reserve, the dramatic peaks in the non-seasonally adjusted retail sales (green line) paint a clear picture, ‘tis the… More >>