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A Fed Pivot But Weak Earnings
When I go out I like a burger with fries or a margarita with salt. But that’s not what the market is serving. We’ve got a Fed pivot with weak earnings. What should we do? Obviously a Fed pivot –…
“…. the basic forces that propel markets your editor believes to be momentum and value…..” – James Picerno, “A Short Treatise For A Two-Factor World”, May 14, 2007, The Capital Spectator “In 2007, by far the biggest driver of US…
The best thing I’ve read all day is a column from last Friday by the Financial Times John Plender, “A Dash For Trash May Yet Become A Flight To Quality”. I rarely read a piece of financial journalism that is…
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Today’s FOMC decision is kind of a dud. They played it pretty much as safe as they could: they cut 25, as everyone was expecting, and they made only very, very slight adjustment to the accompanying statement (FOMC April 30…
When I go out I like a burger with fries or a margarita with salt. But that’s not what the market is serving. We’ve got a Fed pivot with weak earnings. What should we do? Obviously a Fed pivot –…
This morning The Bureau of Labor Statistics came out and said the economy added 110,000 jobs in September and revised the August number from -4,000 to 89,000. Given what a big reaction the market had to the bad jobs report…