Liska Investments

08/31/2026

📊 Earnings Season Spotlight: When Numbers Speak Louder Than Noise

Corporate America just delivered one of its strongest profit reports in years. S&P 500 revenue up ~16% year-over-year, earnings growth near 30–50% (even after adjustments), and 86% of companies beating EPS estimates. Tech leaders like Nvidia and Salesforce are driving much of the momentum through AI-related demand, while energy and other sectors also contributed solid results.

As Benjamin Graham observed:
“In the short run, the market is a voting machine, but in the long run it is a weighing machine.”

Strong fundamentals are being weighed right now. History shows that periods of broad-based earnings strength often reward disciplined, long-term investors more than short-term sentiment swings.

What sector or public company earnings are you watching most closely this quarter—and why?
Share your thoughts below. We’re always interested in thoughtful perspectives from fellow market participants.

08/30/2026

Fresh Newsletter dropped link in bio

https://substack.com//note/p-213450689?utm_source=notes-share-action&r=x1bj7

08/29/2026

WayNo!

Imagine the headlines if it would of been a $TSLA Tesla

08/28/2026

Fed Chairman speaks at Jackson Hole

In his Jackson Hole speech, Fed Chairman Kevin Warsh said Friday that fighting high inflation remains the central bank's top focus.

Despite the inflation battle, Warsh praised overall economic strength while refusing to offer forward guidance.

08/26/2026

Market leader $NVDA keeps delivering

Nvidia reported a Q2 earnings beat after the bell.

The company estimates that its Q3 revenue will climb to $108 billion, plus or minus 2%.

08/19/2026

👀

$MRNA soars on successful results for a melanoma cancer vaccine. 💉

08/10/2026

As U.S. equities push to fresh record highs this week—S&P 500 near 7,758, supported by robust AI-driven earnings from public companies like Palantir (surging on enterprise demand) and Shopify (AI boosting traffic and orders)—a timeless perspective from Peter Lynch remains especially relevant:

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.”

History repeatedly shows the same pattern: quality public companies compound value over decades despite short-term noise, economic data shifts (like the recent softer jobs report), or volatility. The long-term trajectory of broad market indexes illustrates this clearly—an upward climb marked by temporary setbacks that patient investors have historically overcome.

What quality public companies or sectors are you watching for the long haul in this environment? Share your thoughts below—we’re always interested in thoughtful discussion.

08/05/2026

SpaceX released its Q2 earnings, which beat Wall Street's revenue expectations.

08/03/2026

Earnings Season!

check out our freshest newsletter to hear how the top companies reported

link in bio

https://open.substack.com/pub/jmlinvestments/p/financial-markets-a66?r=x1bj7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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