Weighing the Week Ahead: Time for Earnings

After weeks of foreign crises, speculation about the Fed, and political posturing about a government shutdown, it’s time for some real data.  Regular readers of “A Dash” know that when I talk about “fundamentals” I mean earnings, interest rates, and risk.  I seek to measure each. Getting your share of corporate earnings, via price appreciation […]

Read More

Weighing the Week Ahead: Will Rising Energy Prices Derail the Economy?

Last week’s jobs report provided evidence of continuing economic improvement — finally including employment.  The biggest challenge is the recent spike in energy prices.  The energy threat is undermining consumer confidence and perhaps spending.  The cost of energy inputs may compete with business spending for investment.  Finally, and most important for some, is the chance […]

Read More

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) […]

Read More

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 […]

Read More