Smith Group Insights Library
Confronting Obvious and Unexpected Risks in 2021
We are currently living through a potential Mass Extinction event for 10-30% of the US economy. Most is small-business related. How do we measure the economy in this environment? During the Webinar, Smith Group will present macro views of 2021, followed by an analysis of stock risk in both the US and non-US markets. Included will be an examination of Fed monetary policy, financial regulation, and the impact of incoming policy makers. In 2021, we see increased risks, new risks, and possible yet unknown risks. We will discuss some ways to mitigate these risks, and explore opportunities still to be found.
Equity Market Summary – Mar 31 2023
U.S. Earnings Update (1Q23)
Equity Market Summary – Dec 31 2022
Global Earnings Update (4Q22)
Equity Market Summary – Sept 30 2022
U.S. Earnings Update (3Q22)
Global Earnings Update (3Q22)
Equity Market Summary – Jun 30 2022
U.S. Earnings Update (2Q22)
Global Earnings Update (2Q22)
Equity Market Summary – Apr 6 2022
Equity Market Summary – Feb 24 2022
Global Earnings Update (1Q22)
Equity Market Summary – December 31 2021
U.S. Earnings Update (4Q21)
Global Earnings Update (4Q21)
Equity Market Summary – September 30, 2021
Global Earnings Update (3Q21)
Equity Market Summary – June 30 2021
U.S. Earnings Report Update (2Q21)
Global Earnings Report Update (2Q21)
Equity Market Summary Mar 31 2021
U.S. Earnings Report Update (1Q21)
Global Earnings Report Update (1Q21)
Equity Market Summary Dec 31 2020
U.S. Earnings Report Update (4Q 2020)
A Broken Value-Growth Cycle?
Equity Market Summary – Nov 5 2020
Global Earnings Report Update (4Q 2020)
Equity Market Summary – Sept 30 2020
Equity Market Summary – August 31 2020
Equity Market Summary – July 31 2020
Global Earnings Report Update (3Q 2020)
Equity Market Summary – June 30, 2020
Equity Market Summary – May 31, 2020
Dividend Resilience in a Recession
Global Earnings Report Update (2Q 2020)
U.S. Earnings Report Update (2Q 2020)
Equity Market Summary
Equity Market Summary
Equity Market Summary
Equity Market Summary
Equity Market Summary
Equity Market Summary
Equity Market Summary
Coronavirus and What We’re Watching
U.S. Large Cap Earnings Report Update (1Q 2020)
Global Earnings Report Update (1Q 2020)
Europe: Prospect or Pariah
U.S. Large Cap Earnings Report Update (4Q 2019)
Global Earnings Report Update (4Q 2019)
Can Trump Carry the Farm States
U.S. Large Cap Earnings Report Update (3Q 2019)
Does China Really Want a Deal?
As Bad as it Gets?
Market Perspectives (Q2 2019)
S&P Earnings Report Update (2Q 2019)
Corporate Cash Conundrum
Market Perspectives (Q1 2019)
S&P Earnings Report Update (1Q 2019)
Market Perspectives (Q4 2018)
S&P Earnings Report Update (4Q 2018)
Market Perspectives (Q3 2018)
S&P Earnings Report Update (3Q 2018)
Market Perspectives (Q2 2018)
S&P Earnings Report Update (2Q 2018) – Interim
Market Perspectives (Q1 2018)
S&P Earnings Report Update (1Q 2018)
Market Perspectives (Q4 2017)
S&P Earnings Report Update (4Q 2017)
Market Perspectives (Q3 2017)
S&P Earnings Report Update (3Q 2017)
Market Perspectives (Q2 2017)
S&P Earnings Report Update (2Q 2017)
Market Perspectives (Q1 2017)
Corporate Taxes’ Slippery Slope
S&P Earnings Report Update (1Q 2017)
Market Perspectives (Q4 2016)
S&P Earnings Report Update (4Q 2016)
A Trump Economy
S&P Earnings Report Update (3Q 2016)
Market Perspectives (Q3 2016)
The Complexities of Index Valuations
The Role of Share Buybacks in Earnings Growth
arket Perspectives (Q2 2016)
S&P Earnings Report Update (2Q 2016)
An Increasingly Correlated World?
Market Perspectives (Q1 2016)
S&P Earnings Report Update (1Q 2016)
Missing Quarterly Expectations – The Rising Penalty
Is A Decline In Corporate Profits A Precursor To An Economic Recession
Implications of Excess Cash on the Balance Sheet
Market Perspectives (Q3 2015)
S&P Earnings Report Update (3Q 2015)
Is an Earnings Recession in 2015 Imminent?
The Convergence of Growth and Value – Update
Market Perspectives (Q2 2015)
Is Stock Volatility More Prevalent During Earnings Season?
Fast Growth May Be Hazardous to Your Wealth
Hedge Fund Alpha Vanishing Act
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