Good earnings are one thing, but knowing how to read between the lines is another. This week, I look at how to compare results with expectations, assess management’s growth outlook and determine whether a stock’s share price already reflects an optimistic future. These three checks can help you look beyond the headlines and understand why even strong results don’t always lead to a rising share price.
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Weekly Update for the week ending October 23, 2026
Why can a company beat earnings expectations and still see its share price fall? From Netflix to Nvidia, the answer comes down to what investors expect next. Strong results don’t always translate into strong returns, especially when future growth is already priced into a stock.
Weekly Update for the week ending October 16, 2026
The bull market has turned four, with the S&P 500 more than doubling since its October 2022 low. AI investment and resilient economic growth have fuelled the rally, but can corporate earnings keep pace with expectations? Let’s take a look at what’s driven the gains, how this bull market compares with previous ones, and what could lie ahead.
Weekly Update for the week ending October 9, 2026
The S&P 500 may be hitting record highs, but that doesn’t mean most stocks are sharing in the rally. A handful of mega-cap technology companies, including Nvidia, Microsoft, Apple and Meta, have had an outsized influence on the index, highlighting why its performance may not reflect what investors are experiencing in their own portfolios.
Weekly Update for the week ending October 2, 2026
US Treasury yields have climbed to levels not seen in more than two decades, creating a new challenge for stock investors. With the 10-year yield reaching 5.34% and the 30-year approaching 5.6%, government bonds are becoming a more compelling alternative to equities, while higher borrowing costs and persistent inflation add pressure to the stock market. The higher yields go, the harder it becomes for investors to ignore the alternative sitting in the bond market.
Weekly Update for the week ending September 25, 2026
Beyond the Obvious: Finding Hidden Opportunities
Major investment trends don’t always benefit the companies making the headlines. Sometimes the more interesting opportunities can be found further down the supply chain, in businesses providing the equipment, infrastructure, and services needed to support that growth. Generac’s recent deal to supply backup generators to Amazon’s data centres is a good example of how AI can create opportunities well beyond the technology companies at its centre.