Earnings season continues today, with reports from companies like Exxon Mobil, Amazon and Coca Cola.

So far, the companies have told us mostly good things about their bottom lines. But Allan Sloan, senior editor-at-large for Fortune magazine, isn’t buying it. He says so-called “tax games” obscure business performance.

Click on the audio player above to hear Sloan’s take on corporate taxes, international business, and Apple’s stock moves.