Weighing the Week Ahead: Time to Focus on Europe?

There is plenty of economic data this week and earnings season is in full swing. Despite this, I suspect that news from Europe will dominate the market discussion. I expect market participants to be watching closely for The Message from Europe. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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Weighing the Week Ahead: The Message from Fourth Quarter Earnings

Investors have another holiday-shortened week and a light calendar of economic data. Last week included the “official” start of earnings season, but things really heat up now. I expect market participants to be watching closely for The Message from Corporate Earnings. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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Weighing the Week Ahead: Will Crashing Oil Prices Change the Fed’s Course?

Sometimes a dominant story continues from one week to the next. Crashing energy prices and continued selling of any related stock seems to have spilled over into the rest of the market. There will also be a Fed meeting with new projections and a press conference. Will crashing energy prices change the Fed’s course? Prior […]

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Circular Reasoning about Commodities

Can you beat the market? If you think so, you must not believe in the efficient market hypothesis.  Join Warren Buffett, who has famously stated that he would be standing on a corner selling pencils from a tin cup if markets were efficient. Most people who actively manage accounts — their own or others — […]

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Weighing the Week Ahead: The Market Risk from Current Crises

(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of “geopolitical” have become expanded military actions – Ukraine, Gaza, and Iraq. With no sign of an early resolution, the crises […]

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