• Uncategorized
Fri August 26, 2022

We think Fed Powell’s speech at Jackson Hole at 10am ET (8/26) is a buyable event. That is, under any of the following 3 scenarios, we are buyers of equities:Powell hawkish –> speaks of need to stay tough on inflation and markets might weaken. But...

Claudio Schwarz PslO3lDgtM4 Unsplash
  • Uncategorized
Mon February 1, 2021

FSInsight 4Q20 Daily Earnings Update – 02/01/2021

•  110 companies are reporting this week. •  Of the 168 companies that have reported so far (34% of the S&P 500), 83% are beating earnings estimates by a median of 13%. •  On the top line, 76% are beating by an average of 8%.