earnings

Editor's Note: Below is the press release from the FDIC

The GDP numbers for the US came out again and they were weaker than anticipated, coming in at 2.2% for real GDP growth instead of the 2.5% expected. Nominal GDP growth was only 3.7%. That is not bullish for shares.

A brief note on why Apple did so well this quarter.

This is just an update to this morning's post. The numbers were profit of $12.30 a share ($11.62 billion), up from $6.40 a share ($5.98 billion) last year.

Apple reports earnings after the close of business today. This will be a closely watched report. Here are the things to look for.

I thought I should present the somewhat bullish view of the margin issue we have been discussing here. PIMCO's Neel Kashkaari is out with a note that underscores what the bulls are thinking about the issue.

This chart from the Wall Street Journal explains visually what worries me about the supercharged run up in the S&P500. While the index is increasing, earnings growth is not.

Here's the latest from Bloomberg Television, Marc Faber, the publisher of the Gloom, Boom and Doom Report, thinks that Japanese equities are going to outperform this year. Why? For the same reasons I have been saying that a more defensive…

A growing number of indicators suggest that the market is running out of steam. Equities have been in a temporary sweet spot where investors have been factoring in a self-sustaining U.S. economic recovery while also anticipating the…

John Hussman just came out with a note that also warns about reversion to the mean in profit margins. Here I have some comments on how these trends play out in earnings and the stock market.