Weighing the Week Ahead: Have big companies lost their earnings mojo?

Earnings season starts in earnest this week.  There are a number of key questions: Have slowing economies in Europe introduced a big drag on profits? What about the dollar strength?  Bad for profits? Profit margins have been at historic highs.  Is the long-awaited mean reversion taking place? What about the outlook?  Can there be any […]

Read More

Weighing the Week Ahead: A Respite from European Concerns?

In the absence of fresh bad news from Europe, stocks managed some solid gains last week.  Our trading model, Felix, reflected greater confidence than most traders and investors (including me). As noted last week I plan to focus on year-end matters, as well as enjoying time with family and friends.  This is a somewhat abbreviated […]

Read More