Weighing the Week Ahead: A Time of Tension

World tensions continue to mount.  Economic data were soft, yet the market rallied.  How can this be? There are many skeptics of the most hated rally in history.  Conspiracy theories abound.  Anyone who is not a regular, loyal, and convinced reader has missed this rally.  If they remained on board (judging from emails and calls) […]

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Weighing the Week Ahead: Energy Price Hikes

Great stories sell newspapers — and blog posts. The rise in energy prices qualifies on several levels. It is a part of everyday life and easy to understand. The politics are easily (over?) simplified.  Everyone gets to have an opinion about Middle Eastern countries they probably don’t like and also could not find on a […]

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Weighing the Week Ahead: Energy Prices, Politics, and Jobs

There are many economic and political cross-currents.  This leads to a host of plausible-sounding opinions and plenty of confusion! Last week I highlighted the energy price concern.  This week I try to look at each of the major market worries in an objective fashion.  As usual, I will review the data and also look ahead.  […]

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Weighing the Week Ahead: The Beat Goes On

The extended stock market rally has everyone checking the record books and looking for explanations.  Your understanding of the rally is important since it helps to predict when it will end. Some focus on history.  Eddy Elfenbein notes the official doubling of the S&P 500.  David Merkel wisely notes that the extent of the rise […]

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