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Wednesday, the S&P 500 modestly broke out of its trading range ceiling.  Over 75% of the S&P 500 companies recently reporting third quarter earnings have exceeded expectations. GDP [...]

The sky has not fallen, the earth still turns, the wolf is not at the door.  So much hot air has been exhaled over fears of poor earnings this quarter that shutting up would positively [...]

Stock market investors seem to be as nervous as ever.  Most simply do not have conviction as to which way the economy is heading and not sure about the outcome of any number of macro [...]

More than one-half of the S&P 500 companies have reported and more than 75% have beaten their earnings expectations.  In addition, second half 2019 profit and revenue outlooks are coming [...]

Investors looking for a definitive picture of the economy and investing backdrop are not finding one.  Some companies are doing well while others are struggling.  Those that sell into [...]

Earnings season is now underway.  It’s still early, so it’s not realistic to draw any general conclusions.  So far, there are some contradictory data points; the consumer [...]

Not earnings season yet, but too close for companies to say anything or buy back stock; it’s the quiet period.  A Fed meeting, just a couple weeks away, but hopes for a rate cut; no [...]

If a company misses its earnings or revenue estimates, even by just a little, its stock is pummeled. Give less than expected guidance – pummeled. This has been an unforgiving earnings [...]

Doubt and fear periodically hit the stock market or segments of it. For the past 10 years of this bull market, periodically, there have been these bouts.  Recently, health care companies [...]

The public should be excused from believing that investors are a schizophrenic bunch. A few weeks ago investors had more worries than could be counted and now they are back buying, pushing stock [...]