Q4 Archive

Jan 23 late update

Monoline problem addressed, stocks suddenly oversold as that risk fades. Most earning look strong. Guidance may be soft but that’s at least partially a function of the expectation of a recession as per the media reporting and will get ignored as those fears continue to fade. If initial claims tomorrow are around ...Read More

Hearing economists revising q4 gdp up by about 1.5%

Getting word that many economists are upping Q4 GDP estimates by 1.5% after today’s numbers. Forecasts now up to around 2%. ♥ ...Read More