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Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
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Meet The Investor
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Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
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Categories
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forward guidance
Latest news and analysis on forward guidance
Education
March 13, 2024 05:47
Everything the mainstream says about earnings is wrong
“Experts” obsess about irrelevancies, overlook what’s crucial – and are once again prodding the herd towards the risk of large losses.
Chris Leithner
Leithner & Company Ltd
March 13, 2024 05:47
Education
January 22, 2024 07:52
Do earnings drive stocks’ returns?
Investors greatly overstate the short-term effect of earnings and ignore the long-term impact of dividends. The implications are momentous.
Chris Leithner
Leithner & Company Ltd
January 22, 2024 07:52
Education
July 11, 2022 08:18
How experts’ earnings forecasts harm investors
It’s “an article of faith among Wall Street research departments,” wrote David Dreman in Contrarian Investment Strategy (1979): “nothing is as important in the...
Chris Leithner
Leithner & Company Ltd
July 11, 2022 08:18
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Macro
March 02, 2020 10:25
Analysis: RBA Lowe’s Confusing Guidance Means We Missed Key Line
From pricing just 20% probability of a 25 basis point cash rate cut, Australia’s money market is now pricing over 100% chance, making it very likely the Reserve Bank...
Sophia Rodrigues
Central Bank Intel
March 02, 2020 10:25
August 22, 2016 11:44
How good a guide is guidance?
Roger Montgomery
Montgomery Investment Management
August 22, 2016 11:44
February 17, 2016 14:29
We’re now seeing the end of central bank planning, say Saxo’s Steen Jakobsen and John Hardy
Saxo Capital Markets Australia
Multi-asset trading platform
February 17, 2016 14:29
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