Weighing the Week Ahead: Will Q1 Earnings Disappoint?

Game time!  Earnings season — with special significance. It is always important. Owners of growth stocks can be especially vulnerable to a missed quarter, since an earnings miss affects both the "E" in the P/E ratio and may also lead to a lower multiple. Owners of cyclical stocks Even owners of dividend stocks need enough […]

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Weighing the Week Ahead: More Excuses for Selling?

Experienced traders understand that markets rarely move in a straight line. Staying with a long and strong trend — either up or down — is often the most difficult trade. We expect stair steps and corrections since fundamentals rarely support such rapid changes. The result is that as a move gets more extended, even traders […]

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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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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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A Weighing the Week Ahead: Seeking Safety?

If you are looking for safety, you are not alone.  Many people who lost money in stocks and real estate have become more risk averse.  The problem? They are looking for safety in all the wrong places! Owners of (formerly AAA-rated) US debt experienced this last week.  If you own a ten-year Treasury note, you […]

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