Earnings

Walls of Worry

October 26, 2016

There is an ample supply of angst across the nation: in markets, commodity prices, and among voters. No one lately has self-reported that they are happy across any broad [...]

Fear and Greed

September 28, 2016

In an effort to gauge the level of frothiness in stock prices, we periodically like to analyze the stocks within the S&P 500 to determine the characteristics of the best- [...]

The Waiting Game

April 27, 2016

I read an interesting bit of trivia in a Barron’s article over the weekend. The article said that this Thursday “marks the day when the bull market that began in [...]

Tail Wagging the Dog

April 13, 2016

For this week’s Market Commentary, we are taking an excerpt from our 1Q edition of The Farr View. With the Federal Reserve’s recent change of heart, an earnings [...]

More of the Same

October 20, 2015

Amid a clear weakening in incoming economic data, third-quarter earnings are coming in a bit ahead of expectations…again. Shocking I know. Corporate management teams [...]

Revenue Becomes King

August 19, 2015

With second-quarter earnings season nearly in the books, the S&P 500 has produced very modest returns so far this year. The index is up about 2% year-to-date (not [...]