Month: December 2012

The Unemployment Report – Charts To Ponder

Whoa! That was a surprise. With Sandy, Europe, Fiscal Cliff and all the headwinds that we are seeing, it is really surprising how analysts were so far off from the actual number.

That is nothing new these days, estimates have been all over the map with the lack of conviction due...

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Report: S&P Earnings and Sales Growth Spread (Something Has Gotta Give)

Sales and earnings are the basic components of a company‘s profitability. As sales move up and down, a company can adapt their expenses to meet the net earnings requirements in order to preserve profitability. However, there is only so much a company can cut. Eventually, something has got to give.

Looking...

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Some of the Morning’s Highlights and Lowlights

A quick roundup of some of the news that will shape sentiment in the early part of the day:’

(From various sources – Bloomberg, Briefing, NYT, WSJ and others)

Initial Claims 370K vs 382K Briefing.com consensus; Prior revised to 395K from 393K
Continuing Claims falls to 3.205 mln from 3.305 mln
ECB...

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DHUnplugged #167: The F^#$&ing Fiscal Cliff

The Fiscal Cliff and all of the news that you need to know. A few stocks that are of interest and a discussion on Rimm’s latest misstep (that hasn’t even happened yet).

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Listen to the entire episode on DHUnplugged or iTunes (or your favorite...

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