As Good As It Gets?

The latest on corporate earnings is that the averages have been doing far better than the stocks reporting results, even as the results are beating estimates. In fact, not too long ago I wrote: "Given markets have rallied...

Aye, But No, But Yeah, But…”

I hear lots of stuff each day. Calls, emails, comments by response, questions posed in posts, the lot… It's all good stuff, and usually you can spot some themes. The most common of which is the: “Yeah, but…"...

Things Look “Solid”

The corporate earnings season in perspective, all seems well for the long-term investor. In fact, to see continued volatile churn during earnings seasons is actually a good sign. Not until every investor and commentator’s response is, for whatever...

Are You Waiting for “Red Ink”?

So, US GDP despite Mother Nature’s anger came in far better than expected. There will likely be adjustments in the coming months, but historically speaking they tend to move things higher. It’s a $20 Trillion economy moving at...

Stop the Insanity

Last week the Dow Jones and S&P 500 fell by about 48 basis points. For you non-maths people that's the equivalent of less than one-half of a percent. Frightening, right? Eh, no. But the market reaction was like...

The Boring Norm of Upward Earnings

First, make sure you click here to watch our short video on the surprising strength building in the US economy. Most folks don’t see this coming! Now, on to the business at hand. This earnings season so far...

Overpriced? You Tell Me…

Just about all aspects of the still young earnings season are coming in pretty nicely. Expectations were dragged down again as analysts tried to calibrate for the hurricane impact, but so far it appears these concerns are overweight...

Who Broke the Market’s Crystal Ball?

Corporate earnings continue, in the majority, to beat expectations. And we’re not future-gazing here when we say that this trend is normal in the first few weeks of the earnings season. It’s only once we get past the...

The Bad Times Don’t Come to Stay, They Come to Pass…

I’ve been told since 1982 that I wear rose-coloured glasses. Maybe so, but the overwhelming signal from history suggests it’s far more valuable to wear those “happy specs” even during the bad periods. That’s because the bad times...

Accentuate the Positive…

Did you know that the vast majority, well above 95%, of the news we take in each day is, in a word, negative. We’re fed data and perspectives that drive worries about almost everything: money, economic issues, politics,...