Unscrambling Scrambled Eggs

Jun

20

2019

It’s the Fed Stupid
It’s the Fed Stupid

Longer term, profits and profit forecasts are the leading driver of equities. Shorter term, sentiment can be influenced by different factors.

To varying degrees, the macroeconomic environment, the Fed, global central banks, and geopolitical issues impact market...

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Apr

25

2019

A New High for Stocks
A New High for Stocks

You've heard the adage: profits are the mother’s milk of stocks. It's a fancy way of saying that profits are the long-term driver of stock prices.

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Nov

16

2018

October is Behind Us But Don’t Tell Investors That
October is Behind Us But Don’t Tell Investors That

October is behind us and the midterms are over. Well, not if you live in Florida, but that's another matter. Back to the matter at hand. Investors looking for rest from recent market volatility have yet to find any relief.

Psychology has taken an unsettling turn and...

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Aug

24

2018

Crowning a New Champion – Redux
Crowning a New Champion – Redux

The DJIA has yet to close at a new high, but the S&P 500 Index, Russell 2000 Index, and NASDAQ all set records on Friday. And it's not just a few large-cap stocks swaying the indexes.

The Value Line Index, which is an equal-weighted index, is also at a new high. Put...

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Aug

22

2018

Records That are Made to Be Broken
Records That are Made to Be Broken

Today August 22 is the day the current bull market eclipses the bull run of the 1990s, which on Tuesday, had been the lengthiest bull market in modern history.

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