Weighing the Week Ahead: Showdown at Jackson Hole?

This week’s calendar features yet another light week for data, a lot of politics, and slow summer trading. Something has to fill all of that air time! This week the punditry gets their favorite topic – the Fed. Chair Yellen’s speech on Friday may set the tone for post-election monetary policy. Sometimes there is also […]

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Weighing the Week Ahead: Have Stock and Oil Prices Decoupled?

This week’s calendar features another relatively light week for data, a lot of politics, slow summer trading, and options expiration. Something has to fill all of that air time! Expect more Olympic coverage, political commentary, and light features. There will be the usual Fed chatter. To the extent that there is real market discussion, I […]

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Weighing the Week Ahead: Earnings Recession Ending Next Quarter?

This week’s calendar includes a little data, a lot of politics, slow summer trading, and the last of the earnings reports. I expect financial media to focus on an earnings season post-mortem by asking: Has the Earnings Recession Reached a Turning Point? Last Week The important economic news was excellent, and the market reaction was […]

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Is 2016 the Year of the Value Trap?

Wall Street loves to name things. The unofficial definition of a “value trap” is a cheap stock that is stuck around the current price. Those who focus on what happened in the past have a big advantage. They can cite facts, past performance, and explanations that make them seem to be really smart. They are […]

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Weighing the Week Ahead: What Does the Election Mean for Stocks?

This week’s calendar includes a big serving of data, an FOMC meeting, the Democratic convention, and plenty of earnings news. The financial media will be asking: What does the election mean for stocks? Last Week The economic news was excellent, and the market reaction was positive. It was a light week for data, but the […]

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