Weighing the Week Ahead: A Message from the Bond Market?

Last week’s wild trading defied any simple explanation. That always sets the table for pundit pontification! We are still a week away from earnings season. Bond, stock and commodity prices are moving in different directions. I expect this divergence to be a focus of attention, with many asking: Is the Bond Market Sending a Message […]

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Weighing the Week Ahead: Time for the “January Effect”?

The pros are back from vacation and ready for a new year of punditry! While there is a normal flow of news and a full trading week, I expect the financial media to focus on the New Year. That means an emphasis on slogans and seasonality. Trader lore views January as including special predictive powers: […]

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Weighing the Week Ahead: Time for the 2015 Pundit Forecasts!

With little fresh news during the holidays and many pros on vacation, I expect a time of reflection and prediction. Publications hungry for content and TV producers needing to fill slots will highlight forecasts of any and all flavors. This happens every year, but the mid-week holidays are pushing it a little earlier than usual, […]

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Some Crucial Facts about Energy

It is magical!  Whatever the topic of current interest, there is no shortage of pundits. The current energy experts were recently (it seems like only yesterday) the leading authorities on the Fed, Europe, Ukraine, Libya, deflation, hyperinflation, stagflation, and of course, Ebola. The current crop of experts confidently talks about an oil glut, the motives […]

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Keeping Investors Scared Witless

Investors, as usual, are bombarded with reasons to sell stocks.  This means that they are Scared Witless (TM OldProf).  Let’s take a deeper look. Short-Term Advice There has been (yet another) sighting of the Hindenburg Omen.  I pointed out the flaws of this approach in 2010.  Those seeking a higher authority might check out Barry […]

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