The Whisper Report ®

Needing Production

Monday, February 13, 2017
The data continues to give confirmation for the stock market, but an upside surprise in the Industrial Production is likely needed as the S&P 500 presses against its trend line.
Featuring: DE MGM CSCO

Liquidity Remains

Monday, February 06, 2017
The recent employment data along with Fed commentary suggests there is plenty of time before liquidity comes out of the markets.
Featuring: NVDA AKAM AGN EXPE

Alignment

Monday, January 30, 2017
Macroeconomic data, earnings, seasonality, and the technicals have aligned and have given us a line in the sand to show us when we are wrong.
Featuring: FB AAPL EA AMZN

More Beats

Monday, January 23, 2017
Beats have been higher than usual and there is little evidence to suggest this will change as earnings season picks up.
Featuring: CREE EBAY GOOGL INTC

Favorable Earnings Season

Tuesday, January 17, 2017
Leading indicators, seasonality, and the technicals all point to a favorable earnings season even though some sectors are rather overbought.
Featuring: GS IBM NFLX CHKP

Earnings Cycle

Monday, January 09, 2017
Expectations for the second quarter in a row of positive year-over-year earnings growth give support for a new earnings cycle.
Featuring: JPM INFY

Evidence Estimates Too Low

Tuesday, January 03, 2017
The correlation between leading economic growth indicators and earnings suggests estimates are too low for the upcoming earnings season.
Featuring: STZ WBA ANGO

More of the Same

Monday, December 19, 2016
More of the same into the light holiday trading, with early indications for a positive earnings season after the New Year.
Featuring: FDX NKE MU RHT

Still Early in the Bull Market

Monday, December 12, 2016
There is more fundamental data to go along with other indicators to suggest we are still at the early stage of a bull market.
Featuring: JBL ORCL ADBE

Tech Shift Ahead

Monday, December 05, 2016
The Technology sector is lagging, but the fundamental data supports the overall market as well as the Tech stocks.
Featuring: AVGO PLAY LULU RH