Weighing the Week Ahead: More Opinions, Less Data

Sometimes the weekly calendar does not provide much fresh data. This has no effect on the need for content on the part of financial media. Blank pages and air time must be filled. The result? A bull market in opinion — data not required. The economic data have been pretty consistent – low inflation, consistent […]

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Investors: How to Profit by Understanding the Fed

Why have so many TV “experts” been so wrong about the market? Many blame government. This demonstrates that they fail to include the government factor in their forecasts. The recessionistas asserted that economic decline was inevitable. Investors were assaulted with negative stories. This included multiple TV appearances by the ECRI and weekly columns from Hussman […]

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Weighing the Week Ahead: The State of the Union, Bernanke, Earnings

Normally the State of the Union Address would be the focal point for the week’s events.  In a general sense this is still true, but our focus in this weekly series is much narrower:  What will influence markets? This SOTU speech is unlikely to have a big market effect.  The political lines have been drawn. […]

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