Weighing the Week Ahead: How Should Investors React to the Oil Price Rally?

This week’s economic calendar is pretty light. Market participants will be looking to an early getaway for the long weekend. While there will be plenty of entertaining FedSpeak, I expect a different topic to be at the fore. Pundits will be asking: Should investors react to the oil price rally? Last Week The news was […]

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Government Reports from Big-Money Investors: Three Things You Need to Know (but don’t)

Four times a year big-time money managers are required to file form 13F with the SEC.  This always sparks news stories naming the most important investors, people like George Soros and Warren Buffett, and drawing conclusions about what they are doing.  The implication is that you might benefit from looking over their shoulders. You won’t!  […]

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Weighing the Week Ahead: Can a Rebounding Economy Support Stock Prices?

This week’s economic calendar is loaded with all of the most important data. In addition, Super Tuesday might provide a defining event to the political campaign. Oil remains volatile, and Fed Speakers are on the loose. Despite the political stories, I expect the punditry to be asking: Can the strengthening U.S. economy support the rebound […]

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You Do Not Get Paid for Knowing Yesterday’s News!

You do not get paid for knowing yesterday’s news… unless you work as a pundit!  In that case you just need to go on TV and repeat what you read that morning in the Wall Street Journal or the FT.  Like the “B” student in a class, you learn the conventional wisdom and repeat it.  […]

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Applying The Lessons From 2015

[This post originally appeared on Seeking Alpha last week.  I enjoy a wide following there, and I appreciate the opportunity to participate in their annual series.  As I note at the beginning of the interview, this is a very valuable resource.  I share the interview with readers of “A Dash” with the permission of Seeking […]

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