List/Grid Author Archives:
Will Consumers Open Their Wallets?
Over the last few weeks I have highlighted several changing market concerns. We worried about the government shutdown and the debt ceiling. More recently my emphasis has moved from ...
Do Sidelined Investors Face Upside Risk?
Last week I asked whether it was time for the regular year-end rally. This was a pretty good guess about the media focus for last week. With little fresh data on the calendar, it is ...
An End to the Debt Limit Stalemate?
In chess, a stalemate is a drawn game. Chess players study endgames, where small advantages become big wins. Computers have now solved these endgames – all of them! Some require ...
Can Investors Look Past the Washington Logjam?
Is it premature to think ahead, to a time after the budget and debt logjam is broken? Markets are celebrated for anticipatory power. There are already some signs this is happening. ...
What Will the Government Shutdown Cost?
The most important issue facing the US markets and economy is the pending government shutdown. If this expands into a debt default, the implications reach worldwide. As I accurately ...
What does the Syrian Crisis Mean for Stocks?
Last week I predicted that we would see volatility without clarity. The market concerns include Syria, changes in Fed policy, the nomination for Fed Chair, and the debt ceiling, roughly ...
Expect Volatility, not Clarity
Markets hate uncertainty, and last week delivered a super-sized portion! Do not expect much clarity in the week ahead.
Last week I predicted that fear might beget more fear. Starting ...
Will Fear Beget More Fear?
Last week I predicted that the major theme for the week would focus on whether rising interest rates would kill the stock market rally. That was reasonably accurate, since the interest ...
Will rising interest rates kill the stock rally?
Last week I predicted that the major theme for the week would focus on whether or not to book profits for the year – especially given the test of 1700 in the S&P 500. That turned ...
Is it time to book profits?
In last week’s WTWA I predicted a snoozefest, and that was pretty accurate. I also wrote, “Because column inches and air time must be filled whether there is real news ...
