October 29, 2013 | Daily JAM, Morning Briefing |
The buyback magic isn’t completely gone. But it is looking like a much less powerful spell—if today’s market reaction to a big new buyback program at IBM is an indication. And that’s not good news for a market in which companies are struggling to show earnings and revenue growth
October 17, 2013 | Morning Briefing, Short Term |
Back to normal. The United States won’t default. The federal government is open again—including the Panda cam at the National Zoo. And once again earnings count. Which at least for the day isn’t good news for U.S. stocks—at least not for the Dow Jones Industrials. I think we’re seeing three themes that are likely to be major drivers of the U.S. market as we move through the meat of earnings season
July 23, 2013 | Uncategorized |
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July 20, 2013 | Uncategorized |
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July 17, 2013 | Daily JAM, Videos |
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July 15, 2013 | Uncategorized |
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July 8, 2013 | Daily JAM, Morning Briefing |
Earnings season for the second quarter starts officially today when Alcoa reports. Analyst estimates call for S&P 500 earnings growth of just 1.8% this quarter. Far and away the highest expectations are for the financial sector where earnings are projected to grow by 17%. Take away that performance by financials and earnings growth for the rest of the S&P 500 is projected to drop by 1%.
May 4, 2013 | Uncategorized |
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April 19, 2013 | Friday Trick or Trend |
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April 19, 2013 | GE, Morning Briefing |
I wouldn’t make too much of today’s move to the upside in U.S. markets. It’s not unusual for the Friday of a down week to show a slight bounce. Certainly today’s earnings results from market bellwethers McDonald’s (MCD) and General Electric (GE) won’t relieve market worries about revenue and earnings growth for U.S. companies.
April 18, 2013 | Daily JAM, GOOG, Morning Briefing, Short Term |
For a stock market worried about growth, earnings from IBM (IBM), Microsoft (MSFT), and Google (GOOG) reported after the close of the New York market today, Thursday, April 18, were NOT good news.
April 16, 2013 | Daily JAM, Videos |
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