earnings calls

  • Don't you wish Lloyd did earnings calls? The Harvey & Viniar team are pretty good, but Lloyd!


    Goldman Underperforms Expectations By Doing Only 25% Better Than Expected

    So how’d Harvey do? I found Goldman’s co-CFOed earnings call this morning a bit awkward but the awkwardness was a bit overwhelmed by IS LLOYD GETTING FIRED TOMORROW?? No, I’d guess? You can look at Goldman’s results from a variety of distances. Up close, EPS estimates were $2.28 and actuals were $2.85 ($3.33 ex-DVA); $2.85 […]

    / Oct 16, 2012 at 3:35 PM
  • Who could demote THAT FACE?

    Banks, News

    JPMorgan CFO Handsome

    JPMorgan did its third-quarter earnings call this morning, and even though the London Whale was a pretty minor presence on the call I was still going to throw up a picture of a whale here because (1) why stoke Jamie’s ego further and (2) who doesn’t like whales, but then the operator asked for closing […]

    / Oct 12, 2012 at 11:18 AM
  • Banks, News

    David Viniar’s Anti-Regulator Message On The Goldman Sachs Earnings Call Is Much Subtler Than That Of Some People He Could Name

    Like I mentioned earlier, the David Viniar show this morning is a good time in its (relatively) quiet way. If, like me, you’ve drunk the GS we-understand-risk Kool-Aid, you’ll particularly enjoy Viniar’s take on capital requirements, which is – and I say this as a compliment – pretty cynical. Now, one thing that you might […]

    / Jan 18, 2012 at 5:10 PM
  • Banks

    Not That He’s Volunteering

    JPMorgan earnings this morning were a bit disappointing, with investment banking revenue down 30% y/o/y in what may be a bad sign for the rest of the industry, but the Jamie & Doug In The Morning Show remains finance’s top-rated program in its time slot and it did not disappoint today. This is in part […]

    / Jan 13, 2012 at 12:43 PM

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