Weighing the Week Ahead: Will the Average Investor Take the Plunge?

Is it time for the individual investor to return to stocks, reversing the flows from equities to bond funds? The individual investor is usually the last to the party. What should we make of some nascent signs of a change in investing trends. The week ahead promises an avalanche of information. We have plenty of […]

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Weighing the Week Ahead: Signs of a New Bull Market?

Have we embarked on a new secular bull market? Jeff Saut, has been pondering this theme for a few months, specifically watching the Dow Jones Transport Index.  In today's issue of Barron's Jacqueline Doherty picks up the question with this intriguing quotation: "There's a 25% possibility we're in a new secular bull market, and no […]

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Weighing the Week Ahead: Time to Focus on Expectations?

Sometimes the market focus is firmly in the present, or even in the past.  More frequently we expect markets to be forward-looking. At the moment, "the present" includes earnings reports influenced by Sandy and fiscal cliff uncertainty.  The same is true for many of the economic numbers. "The future" raises key questions: Will business investment […]

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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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