Jay Peters, CFA®

Articles by: Jay Peters, CFA®

Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance

Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance

Jun 6, 2025

“You Can’t Start the Fire without a Spark” Bruce Springsteen, Dancing in the Dark U.S. equity markets churned...

Light My Fire: U.S. Equity Third Quarter Earnings Preview

Light My Fire: U.S. Equity Third Quarter Earnings Preview

Oct 11, 2024

The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024,...

When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities

When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities

May 31, 2024

Well, I heard it all before, so don't knock down my door I'm a loser and a user so I don't need no accuser To try and...

Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season

Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season

Apr 26, 2024

Moving eight miles a minute for months at a time,I began to find myself searchingSearching for shelter again and...

The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap

The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap

Feb 16, 2024

Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman...

Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview

Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview

Jan 12, 2024

Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy...

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