Research Blog

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Magnificent 7 Earnings Out this Week will Shed Light on Big Tech’s Tariff Concerns

4/22/25

Seven companies reporting this week have advanced their earnings dates: Northrop Grumman, Capital One, 3M, ResMed, CenterPoint Energy, CBRE Group and Phillips 66.

2025 Shareholder Meeting Season Is in Full Bloom, Highlighting Key Events

4/21/25

As earnings reports roll in, investors shouldn’t overlook Annual General Meetings.

Reel Relief: Escaping Economic Angst at the Movies

4/17/25

With all that’s happening with tariff uncertainty, let’s lighten the mood a bit. How does a long holiday weekend with an afternoon trip to the movies sound?

Banks Outperformed for Q1 but Strike Cautious Tone for the Rest of 2025

4/16/25

Despite the tone of uncertainty on earnings calls, our proprietary Late Earnings Report Index shows fewer late earnings dates.

Q2 2025 Investor Conference & Events Highlights

4/11/25

What happens in Q2 may determine whether the US enters a recession in 2025, so paying close attention to industry gatherings will be key as we navigate treacherous macro waters.

Q1 Earnings Season Mired in Uncertainty as Banks Begin Reporting Friday

4/10/25

Q1 earnings season is about to kick off amidst what some might consider to be the most uncertain environment for US corporations since the COVID-19 pandemic.

There’s Always a Bull Market Somewhere: US ETF Launches Notch a Record

4/01/25

Investors just can’t get enough of ETFs, and issuers are more than happy to oblige.

Record Q4 Buybacks, Softer Trends to Begin 2025. Eyeing Global Repurchase Developments

3/26/25

Consumers weren’t the only ones on a buying binge to end 2024.