Typepad - oldprof.typepad.com
General Information:
Latest News:
Weighing the Week Ahead: Will Fear Beget More Fear? 25 Aug 2013 | 12:05 pm
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 rate story was ...
Weighing the Week Ahead: Will rising interest rates kill the stock rally? 18 Aug 2013 | 09:39 am
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 out to be pretty accu...
Weighing the Week Ahead: Is it time to book profits? 11 Aug 2013 | 08:40 am
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 or not, I expect a week laden wi...
Weighing the Week Ahead: A Vacation Snoozefest? 4 Aug 2013 | 10:22 am
In last week's prediction for the week ahead I guessed that it was time for action. That was an accurate guess for the bountiful news flow, but not so much for the markets. We had some significant int...
Weighing the Week Ahead: Are You Ready for Action? 28 Jul 2013 | 08:47 am
In last week's prediction for the week ahead I guessed that it would be "all about earnings. From a market perspective that was mostly accurate despite some competing stories: charges against SAC Capi...
Weighing the Week Ahead: It’s All about Earnings 21 Jul 2013 | 08:30 am
In last week's prediction for the week ahead my streak I guessed that the main theme would be whether we had dodged the bullet on the matter of a correction. This proved to be pretty accurate, despite...
Beating Buy and Hold: Understanding Earnings 19 Jul 2013 | 09:51 am
Investors in stocks want to improve on the "buy and hold" approach. They want to beat the market in good times, but especially to avoid bad times. This requires active management of your portfolio, in...
Weighing the Week Ahead: Have Stock Investors Dodged the (Correction) Bullet? 14 Jul 2013 | 11:15 am
In last week's prediction for the week ahead my streak of good guesses came to an end. I had the temerity to suggest that market focus might finally be moving beyond the Fed policy/QE debate and turni...
How to Profit from the Shiller CAPE Ratio 11 Jul 2013 | 07:27 am
Regular readers know that I am a skeptic when it comes to the Shiller CAPE ratio approach to market valuation. I am delighted to report that I have discovered how to profit handsomely from Prof. Shill...
Weighing the Week Ahead: Will Earnings Measure Up? 7 Jul 2013 | 06:52 am
In last week's prediction for the week ahead I raised the question of how would stocks do in an environment of rising rates? This kept alive my streak of guessing the market theme for the coming week,...
