Weighing the Week Ahead: Is Strong Earnings Growth Already Reflected in Stock Prices?

The economic calendar is normal, with an emphasis on housing. Earnings season begins in earnest, with widespread, high expectations. Especially after Friday’s selloff, many will be wondering: Do stock prices already reflect strong earnings growth? Last Week Recap In my last edition of WTWA I asked whether the Trump Trade had reached a tipping point. […]

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Stock Exchange: How Do You Allocate Your Trade Risk Budget?

The Stock Exchange is all about trading. Each week we do the following: Discuss an important issue for traders; highlight several technical trading methods, including current ideas; feature advice from top traders and writers; and, provide a few (minority) reactions from fundamental analysts. We also have some fun. We welcome comments, links, and ideas to […]

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Stock Exchange: Are You A Contrarian Trend Follower?

The Stock Exchange is all about trading. Each week we do the following: Discuss an important issue for traders; highlight several technical trading methods, including current ideas; feature advice from top traders and writers; and, provide a few (minority) reactions from fundamental analysts. We also have some fun. We welcome comments, links, and ideas to […]

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Weighing the Week Ahead: Have Stock Prices Veered from the Fundamentals?

The economic calendar has several of the most important reports. The managerial rosters will be back at full strength, perhaps after an extra day or two off. Investment committees will consider implications from Q1 results. Pundits will try to explain what it all means. They will ask: Have stock prices diverged from the fundamental outlook? […]

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