corporate earnings

Framing the Downside

March 12, 2020

Stocks are now officially in bear market territory, which means prices are down over 20% from the all-time highs just three weeks ago. In fact, at the time of this writing [...]

The Lay of the Land

August 30, 2018

Consumer spending picked up meaningfully in recent weeks as evidenced by the most recent Retail Sales report for July (+6.4% compared to July, 2017) as well as positive [...]