Practical analysis for investment professionals

c-suite speaks


The C-Suite Speaks: The Sky Isn’t Falling

Earnings season slowed down last week, but conference presentations took up some of the slack. Presentations are a nice change of pace, because they tend to focus more on strategy and long-term plans. There was some positive macro commentary though coming out of these presentations: Conditions didn't change much in May.

The C-Suite Speaks: Overstored Retail

The retail sector continued to report soft earnings last week. As retail spending moves increasingly online, it's clear that the United States has too many retail outlets, and that the industry will need to shrink over time. That could pose problems for those with investments in the sector.

The C-Suite Speaks: Department Store Decline

Macy's was the first department store retailer to report results for the first quarter and it set a negative tone for the industry. It's not necessarily surprising that a brick-and-mortar retailer is struggling, but the extent of the deterioration did seem worse than expected.

The C-Suite Speaks: Ongoing Weakness

Oil companies are now optimistic, Elon Musk sleeps at the office, and Warren Buffett had a number of words of wisdom at the Berkshire Hathaway annual meeting.

The C-Suite Speaks: Looking for a Curveball

Based on recent earnings calls, the economy appears to be okay overall, says Scott Krisiloff, CFA, not deteriorating, but not robust either.

The C-Suite Speaks: For Low-Income Earners, the Recession Never Ended

Low-income earners never really exited the recession, and in fact, their situations have gotten worse. Inflation is outpacing wage growth for this demographic.

The C-Suite Speaks: Getting Back on Track

It was a holiday-shortened week last week, so there weren't a lot of companies talking. It is annual report season though, so a lot of this week's quotes come from shareholder letters. Commentary continues to be positive. Optimism has rebounded with the markets.

The C-Suite Speaks: Hotel California

If the Fed doesn't feel comfortable raising rates above 0.25% in the current conditions, will we ever leave this low rate environment?

The C-Suite Speaks: A Strong February

The management teams that we listened to last week were relatively unanimous in their assessment that the US economy showed strength last month.

The C-Suite Speaks: Warren’s Wisdom

Last week was a slow one for earnings calls, but Warren Buffett did do an interview with CNBC that featured classic Buffett wisdom.



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