What Earnings Guidance Tells Investors — and What It Doesn't
Guidance is a voluntary forecast with legal safe harbor and a game-theory layer — companies lowball, beat, and harvest the credit, and everyone knows it.
Henrik Larsen · March 7, 2026
Corporate developments used as early evidence about the economy: earnings and margins, capital expenditure, layoffs and hiring plans, pricing behavior and inventory positions. Entries link each disclosure to the aggregate it anticipates. Read by macro analysts, economists and strategists tracking demand in close to real time.
Guidance is a voluntary forecast with legal safe harbor and a game-theory layer — companies lowball, beat, and harvest the credit, and everyone knows it.
Henrik Larsen · March 7, 2026
Chapter 11 is capitalism's operating room: creditors line up by priority, a judge supervises, and the company usually exits owned by its lenders.
Henrik Larsen · February 21, 2026
From cotton fields to polysilicon, U.S. law now presumes goods from certain regions are tainted — and importers carry the burden of proving otherwise.
Henrik Larsen · February 11, 2026