On-Demand Webinar

Q3 2020 Earnings Season Recap

Reviewing the Impact of a Major Election in the Middle of Earnings

An earnings season like no other: Q3 2020 was at the confluence of the Covid pandemic, unprecedented government actions, and the U.S. presidential elections. Join us for this earnings season review where we go over what we saw, where we were wrong, and where we were right with our pre-election thoughts.

During this webinar, we cover:

Selected Q3 trends across sectors
Overall market and sector performance
Our “Elections” ideas for either outcome

You can also submit questions in advance when you register for the event, scheduled for Thursday, November 19 at 2pm ET. If you cannot make it, sign up, and we will send you a recording.

Resources

AI-Driven Insights: Q3 2020 Earnings

Office REITs Hurt by Slow Return to the Office

We have been tracking the “return to the office” trends across filings, transcripts, and macro data since the summer. The fundamentals have not changed: things will not be back to the “old normal” nor will they be near the “new normal” until schools and after-schools are fully open, regardless of vaccine developments.

AI-Driven Insights: Q3 2020 Earnings

Vaccine Comments Across Industries

With the great news from Pfizer and BioNTech regarding their COVID vaccine development on Monday, November 9, 2020, we observed major rotations in the equity markets. For example, several of the “Work From Home” names that we wrote about in February, well ahead of the March sell-off, were down double-digits on the news, including Zoom, Teladoc, and Peloton.

❌