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 Starwood feeling pretty up-beat about the North American hotel market: “The lodging recovery in North … Continued
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 UPS’ 4th quarter results fell far short of expectations: “I would like to start my … Continued
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
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
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
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
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
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 CVS continues to see a cautious consumer: “We have discussed in the past that we … Continued
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 Cullen Frost (Regional Bank in Texas) has seen some lost momentum in loan growth: “we … Continued
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 Mall REIT Simon Property Group may be sounding the alarm on growth (surprised me to … Continued