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
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 Brian Moynihan says American business has gotten lean and is feeling good: “I think if … 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 Costco not seeing broad effects of the government shutdown: “I actually told our senior executives … 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 Let Bernanke make himself very clear: “The criterion for ending the asset purchases program is … 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 Consumers are spending, but showing signs of holding back: “We’ve seen very good spend from … 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 Toll Brothers is still bullish on housing: “It doesn’t appear as though rising interest rates … 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’s quarter was poor, but was it because of shifting consumer spending? “We believe that … Continued