First, I do two workouts – one in the morning and one in the afternoon. Two, I relax by waxing my car. And three, I rewatch a bunch of the on-camera content I produced from the week. Call it the obsessive pursuit of constant improvement. Did I miss a question to a top executive? Was I too harsh on a company’s quarter? Did I smile when I should have been intensely serious? All questions I debate.
During this weekend’s analysis, I realized I used the word bizarre a ton when breaking down corporate earnings and the general start to the earnings season.
Just look at a few of the things we’ve been covering on Finance:
Bank of America CEO Brian Moynihan CEO tells me consumer spending is up 10% through October. What recession?
American Express CEO Stephen Squeri tells me in a fired up phone chat the market misunderstand his quarter and guidance, and he sees no recession on the horizon.
Snap’s stock gets pummeled on a continued ad slowdown (and terrible execution by CEO Evan Spiegel), which is being caused by the global economic slowdown.
Generac posts an earnings warning and says there is too much generator inventory in the sales channel. Bring on the power-saving discounts!
Whirlpool – known for its impressive execution – slashes full year guidance and has inventory levels also running too high for the current economic environment.
Verizon posts lackluster subscriber additions because consumers are balking at the company’s recent price increases. CEO Hans Vestberg struck a more cautious tone on the business — in my view — in an interview with Yahoo Finance’s Brad Smith.
AT&T CFO Pascal Desroches tells me consumers are trading up to higher phone plans and that it added a solid number of new subscribers in the third quarter.