Weighing the Week Ahead: Can Job Growth be Improved?

Many current economic and policy questions share a common theme: Jobs! Employment is a crucial indicator of the current economic situation, but future consumer spending also depends on jobs growth. Corporate profits and stock prices are similarly linked. And finally, we can depend on politicians to keep the issue in focus, especially in an election […]

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Do You Adjust Your Price Targets?

I hate static price targets!  Hate them! Most of the research we read or see on TV is a bureaucratized and sanitized version of analysis.  The firm determines something, and that is the official version for public consumption.  Those who pay no attention to changing conditions add no value for investors. Did you notice that […]

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Weighing the Week Ahead: Time to Worry about China?

Last week featured more than the usual quota of Dueling Experts. Goldman Sachs grabbed headlines with a long report proclaiming this to be a "generational opportunity" to buy stocks.  Here is a good summary from Joe Weisenthal.  Several other top strategists are pretty bearish and sticking to their calls. Market Watch rounded up the usual […]

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The Seduction of Market Timing

Here is the dirty secret about market timing: Claims of success are exaggerated — big time! Every investor wants to buy the bottom, and (especially) to sell the tops. This is so deeply craved that investors want to believe it is possible. In the wonderful world of financial news, this defines the opportunity. The best […]

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