觀點公司盈利和業績

A beginner’s guide to US earnings season

Corporate profits matter, but some results matter more than others

My favourite social media meme of the week — as the best ones always do — nailed on the noggin why I have no European stocks in my portfolio. Also why I yearn to invest in US companies once again.

It shows a montage of all the mind-blowing news from the US recently. Robotaxis and catching a 3,700 tonne rocket with chopsticks. OpenAI’s mega private capital raise. Nvidia’s almost $3.5tn equity value.  

Then, Europe’s achievements: plastic bottles with those annoying new tops that cannot be removed. Yup, Brussels has been busy helping the fishes (and my dry cleaners thanks to all the orange juice I’ve spilled).

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