Earnings Echo
One read per earnings report, newest first.
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Bank Of New Reports Today: Strong Company, Failed Screen
Fails the principled screen, Excluded industry: Banks - Diversified.
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Perfection Is Priced Into Prologis
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
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Interactive Brokers Reports Today: Strong Company, Failed Screen
Fails the principled screen, Business activity screen.
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Charles Schwab: The Business We Rate, the Line We Won't Cross
Fails the principled screen, Business activity screen.
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Why We're Passing on State Street Despite the Beat.
On 2026-10-14 the shares closed at $166.89, -4.1% against the prior close of $174.10 (opening -7.0% from the prior close).
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Fastenal Screens Clean After the Print, but the Price Has Caught Up.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
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Strong Print From Progressive, and Still Not Ours to Own. Here's the Line.
On 2026-10-14 the shares closed at $213.46, -4.2% against the prior close of $222.88 (opening -7.1% from the prior close).
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Strong Print From BlackRock, and Still Not Ours to Own. Here's the Line.
Earnings came in at $15.93 a share against $14.30 expected, a beat of 11% (+$1.63 a share).
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Morgan Stanley Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Earnings came in at $3.03 a share against $2.92 expected, a beat of 4% (+$0.11 a share).
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Bank Heavy Week Puts BAC MS BLK in Tape Spotlight
29 S&P 500 members report this week because big banks including BAC MS and BLK file on 14 October which means Q3 season moves to higher gear and tape volatility rises.
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State Street Reports Today: Strong Company, Failed Screen
Fails the principled screen, Business activity screen.
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Perfection Is Priced Into Fastenal
Screens compliant (both standards agree).
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We'll Watch BlackRock Today. We Won't Own It.
Fails the principled screen, Business activity screen.
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We'll Watch Morgan Stanley Today. We Won't Own It.
Fails the principled screen, Business activity screen.
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Bank of America: The Business We Rate, the Line We Won't Cross
Fails the principled screen, Business activity screen.
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A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price.
Earnings came in at $4.69 a share against $4.14 expected, a beat of 13% (+$0.55 a share).
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Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Earnings came in at $1.87 a share against $1.86 expected, a beat of 1% (+$0.01 a share).
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Johnson Johnson Beat and Passes the Screen. Here's What We're Watching Next.
On 2026-10-13 the shares closed at $248.61, -5.7% against the prior close of $263.73 (opening -3.5% from the prior close).
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Why We're Passing on Citigroup Despite the Beat.
Earnings came in at $2.83 a share against $2.62 expected, a beat of 8% (+$0.21 a share).
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JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation.
On 2026-10-13 the shares closed at $331.43, -0.9% against the prior close of $334.30 (opening +1.7% from the prior close).
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Aeon Looks the Part on Paper. Why We Still Don't Own It.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
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Publicis Groupe S.A. After the Print: How It Reads Through Our Screen.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
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Rio Tinto Screens Clean After the Print, but the Price Has Caught Up.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
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Bank Earnings Schedule Sets Neutral Tape Through Thursday
Tuesday carries 20 reports headed by JPM C WFC JNJ which means bank and healthcare prints hit the tape first and set daily direction because four large banks dominate the list.
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We'll Watch Goldman Sachs Today. We Won't Own It.
Fails the principled screen, Business activity screen.
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UnitedHealth Reports Today. The Number That Matters.
Screens compliant (both standards agree).
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Wells Fargo Reports Today: Strong Company, Failed Screen
Fails the principled screen, Business activity screen.
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A 26% Return-on-Equity Machine: Johnson Johnson Reports Today
Screens compliant (both standards agree).
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We'll Watch Citigroup Today. We Won't Own It.
Fails the principled screen, Business activity screen.
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JPMorgan Chase: The Business We Rate, the Line We Won't Cross
Fails the principled screen, Business activity screen.
Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.