Mike W

 

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Investors: It’s Just a Question of Time

There’s a change afoot. We’re replicating the 1980s and 1990s in terms of what looks set to unfold in the American economy for the next 20 years. It’s a massive tectonic shift - bringing along with it waves...

Investors Swinging at Fever Pitches

Finally, the markets cracked. That cookie had to crumble at some point, eh? So after a direct media attack, and wave after wave of implied yet rarely factual headlines, Trump and politics are the subject of the blame-game...

The Market’s Millennial DNA

Ok, so the corporate earnings season is just about done, and it was pretty solid; even when allowing for how ugly Q1 2016 looked with energy write-downs clouding the picture. In the future, when you see a particular...

The Bear That’s Been and Gone

In a continuation of the trend of recent years, the actual GDP reporting process arrived at a smaller number than the individual data reports suggest. Maybe we’re suffering here from the law of large numbers - the larger...

The Checkers in this Market Chess Game

Trump and the media seem to be getting very good at jumping from one problem to the next, with scant regard for what became of the previous issues. Folks tend to forget that what we’re seeing today is...

Investors: What’s Overlooked is Undervalued

The corporate earnings season has begun stronger than expected. But let's be realistic; it’s an easy comparison to a year ago. Many won’t remember that the world was (once again) supposed to be ending back then because crude...

On The Wrong End of Market Sentiment

"Same old fear and same old crimes, we haven't changed since ancient times." Iron Hand, Dire Straits It’s no secret the vast amount of the media coverage about President Trump has been, well, less than stellar. In fact,...

Group-Think Is Not An Asset Class

Last week ended much like most weeks do these days; with the crowd being pushed along to worry about something. Any reason will do these days. We were told Thursday (markets were closed Friday) was a terrible day...

Market Sentiment Votes with its Wallet

Despite Q4 earnings data feeling like it just finished flowing in, here we are staring into the teeth of the Q1 2017 corporate earnings season that started this week. And we’ve repeatedly covered how analysts low-ball expectations in...

Bad News? OK, What’s Next…?

Some of the smartest long-term investors have taught me that when bad news seems like very bad news indeed, there’s just one question you need to ask: "Yeah, but what's next?" I’ve learned you can glean far more...