Reading the gap: what an opening print often fails to say
A large opening gap after earnings is a fact. Whether it continues is a different question — here is how we separate the two.
Field Notes
Field Notes
Guides and observations on earnings season behaviour, calendar planning, and reaction patterns.
Short pieces from the desk — written for people who already live inside reporting calendars.
When three holdings report on the same Thursday
Clustering is a diary problem as much as a market problem. Map it early or lose the afternoon to noise.
Peer spill: when someone else’s print moves your name
Not every price move on results day belongs to the company that reported. Peer spill is common — and easy to misread.
Preparing a private watchlist for a US-heavy season
Evening prints, thin UK staffing, and five names that actually deserve a reaction card.