Company Notes Digest 1.24.14

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Retail investors are making their way back into the market: “With less uncertainty in Washington, … Continued

Company Notes Digest 1.17.14

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Jamie Dimon is unequivocally optimistic about the economy “We didn’t use the word cautiously optimistic, … Continued

Company Notes Digest 12.13.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook At Goldman’s Financial Conference, banks sounded extremely positive: “I think we’ve had some pivotal positive … Continued

Company Notes Digest 11.22.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Retailers are preparing for war: “more retailers are planning to open earlier than prior years … Continued

Company Notes Digest 11.15.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Macy’s was extremely positive about the consumer: “We saw broad-based strengthening across all major categories … Continued

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