[Note to readers — sorry for the delay. As everyone knows, I always plan for the week ahead and I usually write about it. Sometimes I have a recreational weekend, so the writing is delayed. I did some covered writes on dividend stocks today, but that will not be a surprise for regular readers. I […]
Normally the State of the Union Address would be the focal point for the week’s events. In a general sense this is still true, but our focus in this weekly series is much narrower: What will influence markets? This SOTU speech is unlikely to have a big market effect. The political lines have been drawn. […]
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 […]
The theme has been the same for many weeks: Reasonable US data, bad news from Europe. We start each trading day looking at the latest headline and how the Euro is trading. While the US economy has shown improvement, the European story is a huge overhang. This is mostly because no one knows how to […]
The investing community goes back to work on Tuesday for a short week that could see plenty of action. Everyone is doing a review of 2011, so I tried to do something really different — The Year that Wasn’t! Please take a look at what might have happened (but didn’t) and offer your own take. […]