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Faced with a binary event, either a partial trade agreement or not, investors are cautiously waiting.  Money flows into stocks are still positive, but just.  Sector leadership waffles [...]

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 [...]

A couple of weeks ago, the Bull saw a possibility of the stock market breaking out of the upper end of the trading range we have been in since early 2018.  Unfortunately, the averages got [...]

Neither Bulls nor Bears are satisfied with stock market action.  Just when it looks like the market is going to breakout to higher highs, it doesn’t.  During selloffs, when it [...]

What is noise as opposed to what is real becomes obvious in hindsight. Both the bond markets and stock markets around the world are responding to fears of a global slowdown and perhaps recessions [...]

No doubt about it, the U.S. and China are in a full-blown trade war.  There have been a few cease fires along the way, but these didn’t hold.  Stock markets all over the world [...]

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 [...]

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 [...]