Thursday , July 18 2019
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Dash of Insight

Jeff Miller runs Dash of Insight, a blog that showcases a hands-on approach to trading and investing. This approach is coupled with an instinctive and detailed analysis of market and economic trends.

Weighing the Week Ahead: How Much Has Economic Weakness Hurt Corporate Earnings?

The economic calendar is normal and includes several important reports. I am especially interested in the housing data and retail sales. More important than the economic data is the start of earnings season. With everyone convinced about economic deterioration, expect the pundits to be asking: How much has the weak global economy affected corporate earnings? In last week’s installment of WTWA, I asked who was really running the Fed. That was a good forecast for the week’s theme. CNBC...

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Stock Exchange: Are You Guilty Of Risk Creep?

The Stock Exchange is all about trading. Each week, we do the following: Discuss an important issue for traders;Highlight several technical trading methods, including current ideas;Feature advice from top traders and writers; andProvide a few (minority) reactions from fundamental analysts.We also have some fun. We welcome comments, links and ideas to help us improve this resource for traders. If you have some ideas, please join in! Review: Climbing The Wall of Worry Our previous...

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Weighing the Week Ahead: Who Really Runs the Fed?

The economic calendar is modest with a focus on monetary policy. Minutes from the last FOMC meeting, Congressional testimony by Fed Chair Powell, more inflation data, and continuing discussion of Friday’s employment report all put the Fed in focus. In addition, President Trump has identified interest rates and Fed policy the “most important problem” facing the nation. Pundits and financial media will follow that lead, raising the question: Who is really running the Fed? In last week’s...

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Payroll Employment Data: You Can’t Believe Your Eyes

The payroll employment report is regarded as the most important economic news of the month. It is also the most misunderstood. To illustrate, please consider this chart. Does it represent a relatively straight line? More about that below, but first we need some background. Each month the Bureau of Labor Statistics makes an estimate of the entire number of payroll jobs in the U.S. By subtracting the estimated total for the prior month from that of the current month, they calculate a...

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Stock Exchange: Climbing The Wall Of Worry

The Stock Exchange is all about trading. Each week, we do the following: Discuss an important issue for traders;Highlight several technical trading methods, including current ideas;Feature advice from top traders and writers; andProvide a few (minority) reactions from fundamental analysts.We also have some fun. We welcome comments, links and ideas to help us improve this resource for traders. If you have some ideas, please join in! Review: Are You Missing The Big Picture? Our...

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Weighing the Week Ahead: Chinese Fireworks?

The economic calendar is a big one, featuring the employment situation report on Friday. The rest of the data – ADP employment, auto sales, and the ISM surveys – will be released over 2 ½ days. The US Independence Day celebration on Thursday will provide one type of fireworks. And of course, we have Canada Day on Monday. The combination of events, data, and the calendar make the week ahead even murkier than usual. I expect an initial focus on the US/China trade truce, a shift to discussion of...

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Stock Exchange: Are You Missing The Big Picture?

The Stock Exchange is all about trading. Each week, we do the following: Discuss an important issue for traders;Highlight several technical trading methods, including current ideas;Feature advice from top traders and writers; andProvide a few (minority) reactions from fundamental analysts.We also have some fun. We welcome comments, links and ideas to help us improve this resource for traders. If you have some ideas, please join in! Review: Brilliant Trading Or Is The Market Just Up?...

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Weighing the Week Ahead: Can US/China Trade Talks Save the Global Economy?

This week’s economic calendar is important, including reports on personal income and spending, consumer confidence, and the Fed’s favorite inflation indicators. Despite this, the punditry will be looking toward the week’s end and news from the G20 meetings. Naturally, we can expect some advance leaks. Everyone will be wondering: Can a US/China trade truce boost the global economy? In last week’s installment of WTWA, I questioned the ever-growing Fed mandate. While not phrased exactly in...

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Stock Exchange: Brilliant Trading Or Is The Market Just Up?

The Stock Exchange is all about trading. Each week, we do the following: Discuss an important issue for traders;Highlight several technical trading methods, including current ideas;Feature advice from top traders and writers; andProvide a few (minority) reactions from fundamental analysts.We also have some fun. We welcome comments, links and ideas to help us improve this resource for traders. If you have some ideas, please join in! Review: Do You Evaluate Your Trading Mistakes? Our...

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Weighing the Week Ahead: A De Facto Expansion of the Fed’s Mandate?

The economic calendar is normal, highlighting housing data, leading indicators, and the FOMC decision. The pundit conversation remains all about the Fed, but a new angle is getting more attention. The talking heads will not raise the question explicitly – sticking to personal ideas of what the Fed should be doing. The implication? Are we witnessing a de facto expansion of the Fed’s dual mandate? In last week’s installment of WTWA, I guessed that, despite the economic data, the punditry...

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