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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Weighing the Week Ahead: What Might Derail the Stock Market Rally?

This week’s calendar includes a light schedule for data with an emphasis on housing. Earnings season is in full swing with important reports every day. The early reception has been surprisingly good, creating plenty of mystified pundits. The financial media will be asking: What Can Derail the Rally in Stocks? Last Week The economic news […]

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