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Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season

Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season

Apr 26, 2024 | The Weekly Edge

Moving eight miles a minute for months at a time,I began to find myself searchingSearching for shelter again and again,I’m older now but still runnin’ against the wind“Against the Wind” – Bob Seger An aging economic cycle and equity markets that are facing renewed...
The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap

The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap

Feb 16, 2024 | The Weekly Edge

Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman Brothers Band in 1973, most S&P 500 companies and management teams continue to search for the good times while navigating a bumpy road and challenging...
Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview

Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview

Jan 12, 2024 | The Weekly Edge

Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy for the upcoming earnings season, which kicked off yesterday with reports from economic bellwethers J.P. Morgan, Wells Fargo, and United Healthcare....
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