Three Great Interviews

In the flood of news, it is easy to miss the very best stories.  In my regular Weighing the Week Ahead series I include plenty of links to great sources.  Sometimes there are other items that deserve special attention.  This weekend I recommend that you settle back with some popcorn and enjoy these three videos. […]

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Weighing the Week Ahead: Hope for a Budget Compromise?

Sometimes the week ahead, despite our relentless focus on markets, brings policy issues to the fore. Such was the case during the fiscal cliff countdown, and it is happening again. Here at "A Dash" I have strongly advised that investors remain agnostic about politics. It is more profitable to accept the reality of current policy. […]

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Weighing the Week Ahead: Are Earnings Expectations Too High?

The quirks of the calendar have delivered a week that has little fresh economic data.  Some will use the quiet period to continue the discussion of politics and the debt ceiling.  Others will focus on predictions for the coming year. Most are tired of "the cliff" and will be happy to turn to a new […]

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Weighing the Week Ahead: What lies over the cliff?

For the first time in recent memory, the monthly payroll employment report will not be the big news. The financial media are like one of those dedicated radio stations — All Cliff, All the Time! Last week I noted that I might skip this week's WTWA column, focusing on "Cliff notes."  I am focused on […]

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Fiscal Cliff Notes: Interpreting the deadline news

Here is an all-time first:  Market rallies on news that Congress will be in session! That was today's story.  The market gyrations lacked a grounding in reality.  Joe Weisenthal charts the day, with my comments to follow. Here are a number of rhetorical questions: After weeks of public posturing on both sides, would we really […]

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