Employee Spotlight: Alex Cloutier
Alex Cloutier has been a team member at Corbin Advisors since 2016
February 22, 2024
This Week in Earnings: Materials – Q4’23
This week, we’re covering Materials in our Sector Beat — a must read if you’re interested in gleaning insights into broader economic indications for 2024.
February 16, 2024
The Sector Beat: Materials – Q4’23
We view the Materials sector as a canary in the coal mine and will continue to monitor performance, as a rising tide for this sector tends to lift most ships as they are a leading economic indicator.
February 16, 2024
This Week in Earnings: Technology – Q4’23
Technology continues to dominate headlines and for good reason: the sector is experiencing somewhat of a renaissance. Developments in AI are hitting the market at an unprecedented cadence, with those companies most able to benefit from the AI revolution in the near term seeing actual and expected earnings rise along with stock multiples.
February 9, 2024
The Sector Beat: Technology – Q4’23
Despite near-term softness across some portions of the sector, most tech annual top- and bottom-line guides are setting the stage for growth in 2024, as nets have been cast on the comet known as AI, which blazes faster and brighter.
February 9, 2024
February 6, 2024
February 6, 2024
This Week in Earnings: Consumer Discretionary – Q4’23
Similar to commentary we observed in our Big U.S. Banks Sector Beat, management teams continue to see consumer spending normalizing, but overall better than feared as some investors and corporate executives had been bracing for recession risk in early 2024.
February 2, 2024
The Sector Beat: Consumer Discretionary – Q4’23
The better-than-expected U.S. GDP, consumer confidence, and spending in various areas certainly point to a more buoyant U.S. consumer, but on the flipside is the burden of record credit card debt and borrowings – the current concern about which can best to described as a bombastic shoulder shrug.
February 2, 2024
This Week in Earnings: Industrials – Q4’23
In our early analysis of industrial earnings thus far, “stability” was the common tone evoked on calls — a welcomed message from one of the economy’s largest constituencies, and a far cry from recession projections heard throughout much of last year.
January 26, 2024