Daily Archives: October 18, 2013

Earnings Telescope – IBM, GOOG, and the Vampire Squid.

Earnings season always seemed to produce massive detail on individual trees, but remarkably little on the forest overall.  So I’m starting to review bellwether company transcripts to highlight trends/comments that pertain to macro, their sector, or other sectors. I might … Continue reading

Posted in tech-telecom-markets-macro | Leave a comment