Weighing the Week Ahead: The Market Risk from Current Crises

(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of “geopolitical” have become expanded military actions – Ukraine, Gaza, and Iraq. With no sign of an early resolution, the crises […]

Read More

Weighing the Week Ahead: Will the Fed’s Experiment End Badly?

  Put together these ingredients: The biggest weekly market decline in two years, the winding down of earnings season, and a light week for economic data. The result? Financial TV producers will be seeking experts to explain whether we are starting a major correction. Analyzing the Fed will be a favorite theme. Unless and until […]

Read More

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 […]

Read More

Weighing the Week Ahead: Time for a Mid-Course Correction?

After an event-filled 3 ½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection. Is it time for a mid-course correction? I expect the punditry to assemble the evidence, with each concluding that (s)he has been right […]

Read More
Page 1 of 3712345...102030...Last »