Weighing the Week Ahead: Time to Focus on Europe?

There is plenty of economic data this week and earnings season is in full swing. Despite this, I suspect that news from Europe will dominate the market discussion. I expect market participants to be watching closely for The Message from Europe. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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Weighing the Week Ahead: The Message from Fourth Quarter Earnings

Investors have another holiday-shortened week and a light calendar of economic data. Last week included the “official” start of earnings season, but things really heat up now. I expect market participants to be watching closely for The Message from Corporate Earnings. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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Positions For 2015: Still Plenty Of Life In The ‘Aging Bull’

[This post originally appeared on Seeking Alpha as part of their acclaimed yearly positioning series. It is republished in full below for the convenience of our readers.] Over the past two weeks, Jeff has engaged in an email interview with Seeking Alpha’s George Moriarty, and we are pleased to share his thoughts below. Enjoy! George Moriarty […]

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Weighing the Week Ahead: A Message from the Bond Market?

Last week’s wild trading defied any simple explanation. That always sets the table for pundit pontification! We are still a week away from earnings season. Bond, stock and commodity prices are moving in different directions. I expect this divergence to be a focus of attention, with many asking: Is the Bond Market Sending a Message […]

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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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