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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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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Do You Adjust Your Price Targets?

I hate static price targets!  Hate them! Most of the research we read or see on TV is a bureaucratized and sanitized version of analysis.  The firm determines something, and that is the official version for public consumption.  Those who pay no attention to changing conditions add no value for investors. Did you notice that […]

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