Fab Five Forever…Or Not?

Many clients are asking how the U.S. stock market can be flat for the year to date, when much of the economy is still in a funk. The short answer is… another question:  what’s your definition of the “stock market”? If you’re using the capitalization-weighted S&P 500 Index as your…

Charlie’s month-end reading list

Hello, Ramparts readers! Time to kick off the summer with another compilation of articles that caught our interest. The first piece, “This McKinsey presentation is the key to understanding the entire Verizon-AOL deal” by Jim Edwards of Business Insider examines the increasing consumption of digital and mobile video behind the…

Third quarter earnings dissected

Third quarter earnings have been repeating the pattern we've seen for most of 2013 to date – largely missing revenue expectations and achieving or slightly beating per-share profit forecasts. Looking at the statistics for 3Q13, the results look impressive – 70 percent of companies beat EPS expectations and 40 percent…