Expensive Misconceptions

The investment world abounds with research reports.  Intelligent and educated people generally benefit from careful study and accrued knowledge. While it seems unfair, the investment world is different.  A little knowledge can be a dangerous thing! There are many examples of this.  I have been stalled on this important topic because I was trying to […]

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Weighing the Week Ahead: Time to Sell the News?

The economic calendar is moderate. Fed Heads are mostly on the bench. The Doho oil conference (combining OPEC and non-OPEC producers) will be the first major news for the week ahead. Markets have already anticipated the outcome, just as they have the trend of first- quarter earnings. It is a classic test of the theme: […]

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Weighing the Week Ahead: Will Earnings Spark a Big Move in Stocks?

The economic calendar is moderate. Fed Heads are out in force. More significant is the start of “earnings season.” There is always speculation about earnings, but this time is special. I expect a focus on the question: Will earnings spark a break in the trading range for stocks? Prior Theme Recap In my last WTWA […]

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Weighing the Week Ahead: Is the Fed Too Optimistic?

The calendar continues in something of an alternating mode. Last week had plenty of important data; this week has little. Instead we get multiple speeches from Fed Presidents and Governors and the release of the last FOMC minutes. Little data plus lots of Fed news is a natural draw for the punditry. This week they […]

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Weighing the Week Ahead: Can Markets Finally Celebrate Good News?

The data calendar continues in something of an alternating mode. This week we have a concentration of the important economic releases. We also have daily appearances by Fed members. This provides a daily opportunity for pundits to interpret the news: Can markets finally celebrate good news? Prior Theme Recap In my last WTWA I predicted […]

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