This Is Going To Be The Most Interesting Earnings Season In Quite Some Time

THIS IS GOING TO BE THE MOST INTERESTING EARNINGS SEASON IN QUITE SOME TIME. $INTC $AAPL $QQQ $SPY pic.twitter.com/brooi1uS77

— jesse stine (@InsiderBuySS) January 21, 2020

Expectations of a strong rebound in earnings driving stock prices higher. Is this realistic?

Via @GoldmanSachs @SoberLook pic.twitter.com/7s4a39dqTi

— Gregory Daco (@GregDaco) January 21, 2020

Corp debt is soaring at multiples of corp profits (count the arrows over time in the chart below👇) as they lever up to buy stock and/or inflate profits (fin'l engineering). How much this will get unwound in the next recession is the trillion dollar question. pic.twitter.com/egg8Jspcqy

— M/I_Investments (@MI_Investments) January 21, 2020

8 of 11 $SPX sectors are reporting a year-over-year decline in net profit margins in Q4. t.co/r5Kt2kmUKC pic.twitter.com/BkkoCfARec

— FactSet (@FactSet) January 21, 2020

Another huge VIX bet via 50¢ calls! [$738,850]

A lot of OTM activity, today, on the call side of VIX …and it's up 6.20%. pic.twitter.com/76B3N0DZLG

— Stephen Harlin (@nextSignals) January 21, 2020

All is good. US Job openings vs #stocks 1/2…. #investing #markets #economics pic.twitter.com/UvjZUslGnK

— Philip Jagd (@PhilipJagd) January 21, 2020

Why ‘Irrationally Bullish’ Investors Are Getting Nervous

Where is this stock market head in the coming days and weeks? That is the trillion-dollar question some nervous strategists, analysts and traders are…

Majority Of CEOs Fear Persistent Global Slowdown, Most Since 2009 

The findings are “compelling because the change in CEOs’ revenue confidence has proven to be a reliable indicator of both the direction and the level of global GDP growth…