Weighing the Week Ahead: Will Springtime Bring Some Optimism?

Some weeks feature a contrast between past and future — a possible inflection point. Here are the current elements: Important economic data with a forward look; Earnings news from major companies reporting on Q114; Corporate conference calls explaining the outlook for future earnings; and finally Economic implications for improved economic growth and business conditions worldwide. […]

Read More

Strategy in the Face of Volatility

I planned to take tonight off since it is my Birthday and Mrs. OldProf is preparing my favorite dinner. On the other hand, I like to post whenever there is a market development that will get a lot of media buzz and contribute to investors being Scared Witless (TM OldProf). Please check out last year’s […]

Read More

Weighing the Week Ahead: Fluff or Fundamentals?

Sometimes markets emphasize simple themes, rejecting even modest efforts at nuance. The current big stories are the record highs in stocks, the length of time since the last significant correction, and the “market is rigged” meme. These themes are all easily grasped and interesting media fodder. It has set the agenda. Meanwhile, the economy seems […]

Read More