List/Grid Author Archives:
Are You Ready for Some Fedspeak?
Ready or not, we should expect a week dominated by an even greater focus on Fed policy. There are four reasons:
The economic data calendar is very light;
Earnings season has ended;
Many ...
A Flaw in the Tepper Analysis
When David Tepper speaks, the market listens.
In Autumn, 2010, Tepper, the highly successful billionaire hedge fund manager, explained that for stock investors, the Fed had your back. ...
Are Consumers Ready to Buy? What about Housing?
The economic recovery, to the surprise of nearly everyone, has been consumer-driven. This has occurred despite increased savings and an overall improvement in household balance sheets. ...
Earnings Season and the Dog that Did Not Bark
As the Q113 earnings season reaches its close, there is a consensus around many conclusions:
Earnings are growing at a rate less than the stock market. The P/E multiple is higher. ...
New Leadership for Stocks?
For several weeks I have been monitoring a developing change in the US equity markets. There is a growing perception that some of the “safe” assets may not be so safe. ...
April Employment Report Preview
Recent economic data, especially since mid-March, has taken a turn for the worse. Initial jobless claims have shown fluctuations that defied seasonal adjustment processes.
Just as I ...
A Critical Eye on Earnings
The economic news for the first quarter of 2013 has been mixed, with several confusing factors. Income was pulled ahead into late 2012 in anticipation of tax policy changes, some ...
Time to Search for Bargains?
As the market averages reach new highs, there is a sharp divergence in advice. While we digest last week’s economic news and wait for earnings reports, I expect a new theme ...
Signs of another Economic Soft Patch?
With each new week, there is a fresh challenge to the most-hated market rally. Last week it was Cyrpus. As I have suggested over the last two weeks in the WTWA series, this issue created ...
Cyprus Fallout
Background on “Weighing the Week Ahead”
There are many good lists of upcoming events. One source I especially like is the weekly post from the WSJ’s Market Beat ...
