After another bad week in U.S. equities and a worse week in emerging markets, some are starting to question the strength of the global economy. Can the slow and prolonged recovery be derailed by some ill-chosen policies in a few small countries? Are we hostage to some bad hedge fund trading decisions, the way we […]
After a bad week in U.S. equities and a really bad week in emerging markets, is there a relevant message? If so, does it matter for day traders, swing traders, investors, or all of the above? The week ahead features a real free-for-all with plenty of data, Fed news, and earnings results. After weeks of […]
Most potential stock investors have been bruised by events over the last decade. They are receptive to a message of fear, and many pundits are happy to satisfy their urges. Calling for a major market turn can be very profitable for the pundit. This is true even if the prediction is very early and the […]
If you could know one thing about stocks in the coming year, it would be what to expect from corporate earnings. The Q4 2013 reports will provide a preview, with attention starting this week. Has the improvement in economic strength translated into higher corporate profits? Last Week Recap Last week I suggested that with the […]
Suppose you knew –right now, at the start of the week – that the payroll employment report would show an extreme number. With 200K jobs expected, suppose it were to be 350K? Or 50K? If you had advance information from Mr. Beeks would you even know what to do? This week the market will ask […]