Weighing the Week Ahead: What Will Q1 Earnings Reveal About Economic Strength?

The economic calendar is normal and includes some important reports. Despite this, the data will be overshadowed by Q1 earnings reports. With opinion sharply divided on future economic prospects, many will want to know how companies are doing and what their leaders think. They will be asking: What will Q1 earnings tell us about the […]

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A Deeper Look at Those Skeptical Charts on Forward Earnings Estimates

How useful are the forward earnings estimates of the sell-side analysts? There is a widely-circulated chart that reinforces the popular viewpoint that analyst forecasts are hopelessly optimistic. It comes from a Morgan Stanley research note, first called to my attention by a reader who writes frequent and thoughtful comments, "CautiousInvestor". I knew immediately that there […]

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