Weighing the Week Ahead: Are Investors Too Complacent?

The upcoming calendar has plenty of data in a holiday-shortened week. There could be OPEC or Black Friday news. In spite of this avalanche of information, I expect commentators to look for an organizing principle. In a week when many will be giving thanks, there will be scrutiny of the new market highs. Many will […]

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Weighing the Week Ahead: Fireworks in the Forecast?

Forecasting fireworks this week should be pretty safe! I will have trouble outdoing last week's WTWA theme:  Upside Surprises.  Nearly everyone in the comments disagreed with me.  Sentiment is so negative that you can hardly get a good discussion about what might go right. We could have more fireworks this week, and not just those […]

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Weighing the Week Ahead: A Search for Leadership

I cannot do justice to the concept of leadership in one article, but let us hit the highlights. Leadership is what most market commentators want when they complain about “politicians.” They want leaders of democracies to ignore the demands of constituents and do what is right. Unfortunately, the punditry has widely varying views on the […]

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