February 11, 2016 10:10am


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Once we get through quarterly financial results <notice I didn’t say – “earnings” season>, it will be easier for investors to take a short and near-term view, but my fear is that the Q1 numbers aren't going to look much better than the Q4 numbers – WHY …!


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2016 began with the worst January in recent memory; many sector “participants” appear to be repriced indiscriminately. What is the outlook for the rest of 2016?


The definition of expectation is provided here through context, interpretation and pricing metrics


Thanks again for following along with me these past six years!