Wednesday , October 23 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: Earnings Season Opportunity?

The economic calendar is a modest one featuring home sales and Michigan sentiment. With the Q3 earnings reporting season in full swing, that news rates to be more important than the economic reports. Despite the likely drumbeat of political news, investors should be asking: Does earnings season represent a special opportunity? In my last installment of WTWA, I focused on the US/China trade announcement. I identified it as a defining moment for financial markets, but one that would not be...

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Weighing the Week Ahead: A Defining Moment for Financial Markets

The economic calendar includes several significant reports.  Housing data on new home starts, retail sales, industrial production, and leading indicators are all on tap.  Fed fans can ponder the Beige Book, anecdotal evidence from each district to provide color at the next FOMC meeting. Earnings season begins, and the Washington news will continue to dominate. It is another week when nearly all of the punditry will be asking the wrong question.  Astute investors should be asking:...

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Stock Exchange: These Styles Will Come Back

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 advise 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: ETFs Kill Fundamentals, Technicals Matter...

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Weighing the Week Ahead: Investment Effects of the Changing Political Landscape

The economic calendar is a modest one featuring the JOLTS report and inflation data. NFIB optimism and Michigan sentiment continue to be important since confidence is part of the current economic issue.  The relative lack of economic news leaves plenty of time for the punditry to offer “explanations” for each 1% market move.  The main competition will be the developing political stories.  As I frequently emphasize, we should not base our investment decisions on our political views.  That...

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Stock Exchange: ETFs Kill Fundamentals, Technicals Matter

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 advise 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: How Big Will The Next Market Pullback Be?...

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Stock Exchange: How Big Will The Next Market Pullback Be?

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 advise 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: How Tight Is Your Risk Budget? Our previous...

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Weighing the Week Ahead: A Bigger Wall Now Under Construction

The economic calendar is important this week featuring data on personal income and spending and the Fed’s favorite inflation measure, the PCE index.  Housing data includes four reports, with new home sales of special interest.  There are also reports on consumer sentiment from both the Conference Board and the University of Michigan. Most of the economic reports have been beating expectations, but investor concerns seem to have increased.  The Wall of Worry has some new bricks provided...

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Stock Exchange: How Tight Is Your Risk Budget? (Veeva Edition)

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 advise 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: Still Letting Your Winners Run? Our...

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Weighing the Week Ahead: Is Falling Confidence a Threat to Markets?

The economic calendar is more important than usual. There is an emphasis on housing data as well as reports on leading indicators, industrial production, and regional Fed surveys. The most important story of the week will be the Fed’s Wednesday rate decision. Market prices imply a high probability of a 25 basis point rate cut. Many market participants are counting on the Fed, but the real question is broader. Pundits should be asking: Is falling confidence a threat to markets? In last...

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Stock Exchange: Still Letting Your Winners Run? (Zoetis Edition)

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 Growing Your Trading Knowledge Base?...

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