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’s quarter was poor, but was it because of shifting consumer spending? “We believe that … 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 Lakshmi Mittal gets the opening statement: “My opening point would be that while the second … 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 US Outlook Steven Schwarzman thinks that the market is overreacting on rising rates: “It appears … 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 Bank of America sees its customers ready to take more risk: “you’ve seen growth in … 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 John Stumpf has an upbeat view of the economy: “While commercial loan demand is still … 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 KB Homes says that housing is still strong even with rising rates: “The positive factors … 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. Macro Still seeing signs of a choppy economy: “While there are signs of a better economy, the improvement … 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. Macro Count Jamie Dimon as another believer in housing: “Housing has turned the corner…Supply and demand are in … 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. US Macro John Stumpf is still bullish on the economy and housing: “I am more optimistic today than … 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. US Macro A “sense of urgency” among home buyers. Unbelievable!: “1 year ago, we were somewhat reluctant to … Continued