February Employment Report Preview

The monthly employment situation report remains the "A list" economic indicator.  Pundits love it.  There are so many facets.  If you want to spin, opportunities abound. The official data is the best effort of capable and talented people.  They have created a methodology.  When new data are available, the BLS revises the result. The result?  […]

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Opportunity Knocks: Time to Buy Goldman Sachs

This may be a record.  Never before has one of my stories become so relevant, so quickly. It was just yesterday that I highlighted Charles Kirk's wonderful interpretation of his reader survey:  People feared government and hoped for a correction. Amazingly, both are coming true.  Will investors act upon their hopes? Today's Market Action Quite […]

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Earnings Season

For my long-term investors there is nothing more important than corporate earnings, especially when compared to alternative investments. Here are some key issues that I follow: Forward or  Backward? I read hundreds of analyst reports and earnings call transcripts.  Everyone is focused on future prospects in the analysis of specific stocks.  In the market of […]

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