As Yogi said, It gets late early out there–here’s the way earnings season looks after a week
We’re just a little bit more than a week into earnings season and already some themes have started to emerge from the numbers. Nothing definite. Call them “tendencies.” But I’m finding connections among the results—and the investor reaction to the results. No big theoretical drum roll. No grand theory of everything. Just some exploitable trends as I see them that are emerging from the second quarter earnings numbers.
