Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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Weighing the Week Ahead: Can Investors Think Beyond the Bubble Machine?

In the early days of television (starting in 1955), one of the most popular programs was The Lawrence Welk Show. The audience demographic can be inferred from the sponsors, which featured Geritol (which addressed the issue of "tired blood"), Polident (for dentures) and Serutan (spell it backwards). The effervescent dance sound from Welk's orchestra was […]

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