Quarterly
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Hawai’i Quarterly Market Insights Report: Q3 2024
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In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is ...

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SoCal Quarterly Market Insights Report: Q3 2024
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In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central ...

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SoCal Quarterly Market Insights Report: Q4 2024
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In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central ...

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Hawai’i Quarterly Market Insights Report: Q4 2024
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In this report, you’ll find a high-level snapshot of the trends shaping the market for each neighborhood across Hawai’i.  The full report is available ...

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Ideal quarterly investment letters: Meaningful, specific, and short
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Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew ...

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JUNE NEWSLETTER: Edit your quarterly commentary using this process!
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Do you want your quarterly commentary to shine? Polish it using the process that I describe in “5 steps for rewriting your investment commentary.” This is ...

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Companies Shrug at Tariffs in Latest Quarterly Reports
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Earlier this month, we told you about some of the perplexed responses in companies’ disclosures regarding the federal government’s tariff policy. ...

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Cigna reports $1.3 billion quarterly profit and lifts 2025 forecast
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The increase, the company said, was mainly due to “expected higher stop loss medical costs” and the lingering impact of ...

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Apple’s Quarterly Earnings Tops Wall Street Expectations With $24.78 Billion Profit
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Apple built its business by innovating. But lately, it’s been leaning on diplomacy.Tim Cook, Apple’s chief executive, recently scored exemptions from ...

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CDFA to Host a Series of Quarterly Virtual Training Workshops
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The California Department of Food and Agriculture (CDFA) will host a series of quarterly virtual training workshops on the Produce Safety Program ...

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