That's Better Than Feared vs. Worse Than Feared when it comes to these companies' latest reports on a big day for earnings.
UPS, Honeywell and Texas Instruments mostly unchained themselves from swings of the economy, but CAT and others have work cut out for them.
The stock is rising on an earnings beat, but the fundamentals show an industry, and economy, that are suffering.
Kimberly-Clark's performance is nothing to sneeze at, and neither is Coca-Cola's, as higher sales, higher prices and big demand from emerging markets appear to give us a return to the good old days of great senior growth stocks.
Even Ray Dalio gets it wrong. Treat as suspect anyone who has a broad and sweeping rap against stocks, it could save you money.
Oil is perceived as being an unavoidable loser as long as trade tensions rage.
This is the way to play the new, Fed-induced, president-endorsed steel cycle.
Stranger things have happened, but with NFLX's subscriber miss, the stock just became hard money, joining the likes of Johnson & Johnson and CSX Corp.
Much of it occurs when someone jumps the gun, deciding that the headlines must be traded without any knowledge of what is underneath them.
The big banks that have reported have made a combined total of $29.5 billion. That's astonishing.