2015 in Review: Hi-Yo, Silver!

For years, it’s been a staple of our Weighing the Week Ahead series to recognize analysts who go above and beyond in their coverage of the issues. We congratulate these writers with the Silver Bullet Award – named in honor of the Lone Ranger, who lived by a strict code: “…that all things change but truth, […]

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Weighing the Week Ahead: What are the lessons from the market turmoil?

Dramatic events reset agendas. People re-evaluate probabilities about what is possible as well as the personal implications. Because the recent market story is so big and so fresh the week will start with the punditry asking: What are the lessons from the market turmoil?   Prior Theme Recap In my last WTWA I predicted that […]

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Weighing the Week Ahead: The Start of an Earnings Recession?

Despite a full slate of economic news and data, I expect earnings season to command special attention in the week ahead. For the first time since the Great Recession it is possible that corporate earnings will contract for two consecutive quarters. With the media penchant for colorful characterizations, I expect this to be a dominant […]

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Weighing the Week Ahead: Time for the “January Effect”?

The pros are back from vacation and ready for a new year of punditry! While there is a normal flow of news and a full trading week, I expect the financial media to focus on the New Year. That means an emphasis on slogans and seasonality. Trader lore views January as including special predictive powers: […]

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The Misleading Story about George Soros

A seriously flawed story about George Soros got a lot of media coverage today.  In the midst of options expiration and breaking news from Ukraine, this story might not seem very important. It was big enough to earn a play from all of the major news sources and a feature on CNBC. No one got […]

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