Weighing the Week Ahead: Can a Rebounding Economy Support Stock Prices?

This week’s economic calendar is loaded with all of the most important data. In addition, Super Tuesday might provide a defining event to the political campaign. Oil remains volatile, and Fed Speakers are on the loose. Despite the political stories, I expect the punditry to be asking: Can the strengthening U.S. economy support the rebound […]

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You Do Not Get Paid for Knowing Yesterday’s News!

You do not get paid for knowing yesterday’s news… unless you work as a pundit!  In that case you just need to go on TV and repeat what you read that morning in the Wall Street Journal or the FT.  Like the “B” student in a class, you learn the conventional wisdom and repeat it.  […]

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Weighing the Week Ahead: What are the Biggest Market Worries?

The economic calendar is again light in a holiday-shortened week. There are a variety of important news items, but no dominant theme. I expect the punditry to seize the opportunity by asking: What are the biggest market worries? Prior Theme Recap In my last WTWA I predicted that everyone would be talking about the high […]

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Weighing the Week Ahead: Is a Recession Looming?

The economic calendar is light and it is the start of the week-long Chinese New Year. This means some media time and space that must be filled. Needing an attention-getter, I expect the punditry to be asking: Is a recession looming? Prior Theme Recap In my last WTWA I predicted that everyone would be talking […]

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Applying The Lessons From 2015

[This post originally appeared on Seeking Alpha last week.  I enjoy a wide following there, and I appreciate the opportunity to participate in their annual series.  As I note at the beginning of the interview, this is a very valuable resource.  I share the interview with readers of “A Dash” with the permission of Seeking […]

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