Weighing the Week Ahead: Can Corporate Earnings Reports Reverse the Stock Market Decline?

Last week featured a low signal to noise ratio – speech after speech, but little fresh information. This week heralds the start of earnings season. While we have a normal measure of government data, market participants will carefully parse the announcements and conference calls. This week will be all about earnings. Prior Theme Recap In […]

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Weighing the Week Ahead: Investor Lessons From This Week’s Data Deluge

Summary Market divergences were the highlight last week — as expected and in contrast to news. The week ahead features a deluge of data — a test of current market “messages”. The outlook for traders has turned more pessimistic. Investors can enjoy a different time frame, with little risk from recession. Some beaten down sectors […]

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Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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Seasonality and the Tuesday Lesson

How should traders and investors take advantage of seasonal patterns? There are so many opportunities for dividing the calendar!  This year, the best has been to go long on Tuesday.  Here is the 2014 summary from the Bespoke Team:   You could have done even better if you had sold short on the other days […]

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