Weighing the Week Ahead: What will we learn from Q3 earnings?

With all of the Europe news, political noise-making, and the ongoing economic debate, it is easy to lose the focus on what really matters:  Corporate earnings. In this earnings season there is a massive discrepancy between analyst forecasts and investor expectations.  If the analysts are right, Scott Grannis points out that this is the cheapest […]

Read More

Weighing the Week Ahead: What about Jobs?

Few would question the importance of improving employment prospects, especially given the fragile state of the recovery. Employment is also important on the political front, but for those facing election, the extra dimension of claiming credit intrudes.  The result?  Little has happened since last month’s employment report. The housing and employment gloom has been a […]

Read More

Weighing the Week Ahead: Expecting Magic from the Fed?

Many are expecting the Fed meeting this week to produce something big.  Speculation abounds. To get some perspective on this, please consider the following quotation from 2005.  The statement comes from someone who is obviously aware of potential asset bubbles, and thinks that the Fed should act in response: …(A)s I have mentioned previously, something […]

Read More

Weighing the Week Ahead: Thinking about 9/11

I’m sure that readers of “A Dash” have watched some of the ceremonies commemorating the events of 9/11, and some have probably participated.  It is a time to remember our losses and pay respects.  We have all also read retrospective pieces about how things have changed in the last ten years. Perhaps the only common […]

Read More