When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised…
For the first two months of the year, the SP 500 is about 75 – 100 bp’s. A lot of…
With the SP 500 down 3% in January ’14, and as January is thought of as the January Barometer, and…
The one aspect to our earnings work that might not be readily apparent to readers, is that sometimes there is…
A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…