The eagerly awaited jobs report disappointed, but the market shrugged off the news. As I expected, there was too much noise this month, for a wide variety of reasons. Few believe the jobs picture is good, but we need more data to get a better read. I’ll look at this topic in more detail, but […]
In the modern media age the world community has comprehensive and detailed knowledge of important news, no matter where it is happening. We have satellite pictures, professional commentary, interviews — and more recently — the individual testimony of hundreds of thousands of participants. Whether through tweets, twitters, social network sites, text messages, or videos, there […]
With a stumble in tech stocks this week, nearly everyone is asking two questions: Is the long-awaited correction upon us? Will it be a normal pull back, with buyers stepping in, or the start of a big decline? If you really want to frighten people, just use the phrase “priced for perfection,” as Herb Greenberg […]
In the near term, the two most important market questions are the following: Will corporate earnings continue the consistent strength of the last eighteen months? How much of this has the market already anticipated? To understand the importance of these quesitons it helps to look at how well companies have done in recent quarter. Bespoke […]
How much attention should you pay to breaking news? Does it matter if your time frame is measured in months, weeks, days, or minutes? For the trading community there is an obsession about news. The individual investor often tries to use the news to time the market. This is a big mistake. Here at “A […]