Weighing the Week Ahead: Time to Focus on Europe?

There is plenty of economic data this week and earnings season is in full swing. Despite this, I suspect that news from Europe will dominate the market discussion. I expect market participants to be watching closely for The Message from Europe. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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Circular Reasoning about Commodities

Can you beat the market? If you think so, you must not believe in the efficient market hypothesis.  Join Warren Buffett, who has famously stated that he would be standing on a corner selling pencils from a tin cup if markets were efficient. Most people who actively manage accounts — their own or others — […]

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Weighing the Week Ahead: Do Market Divergences Signal a Warning for Stock Investors?

In the wake of the FOMC meeting and the IPO hype, we face a week with little new information – the lull before earnings season. This sort of vacuum makes it difficult to predict the week ahead, but I have an interesting idea: This week will feature discussion about market divergences — gold, oil, small […]

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Weighing the Week Ahead: Will the Fed Change Course?

After a number of meetings where the FOMC announcement merely confirmed widespread expectations, this week’s result may be different. I expect everyone to be wondering, Will the Fed change course? Prior Theme Recap In my last WTWA I nervously suggested that there would be a surprising focus on individual stocks rather than macro factors. This […]

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