Earnings, Earnings, Earnings--Q3 Earnings Season Begins
Markets have floundered for most of 2022, but this week we moved again back to our favorite time of the year -- Earnings Season for the just-ended 3rd quarter. What we have heard more than anything from investors over the past few months is the question: "are we close to the bottom in markets?" Our honest answer to that question continues to be "no." In short, market volatility is too high and interest rates are too persistent in their rise for us to turn bullish in markets. This week CEO Noland Langford and Director of Research, Brian Dress, cover some of the most important earnings reports of the week, including Netflix (NFLX), Tesla (TSLA), the financial, and semiconductor companies like Lam Resources (LRCX). We close out the show with our advice of the signs necessary for the markets to put in a durable bottom. We continue to be short-term cautious, but optimistic for the future and, accordingly, we continue to build our shopping list of stocks and bonds for when markets do finally begin to firm. Topic 1: Earnings -- It Begins Topic 2: What Would Be Signs of a Stabilizing Market? Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review Get on Brian's calendar directly at https://calendly.com/briandress You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com