GE, GOOGLE, IBM earnings

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The market is seeing a generally solid rebound; however it is the RUT that continues to be a lager. If the broader based index can’t get off the mat, I think this could be nothing more than a “dead cat” bounce. Some big names in earnings could set the short-term trend. GE, GOOGLE, IBM earnings Read more…

Lethargic Citigroup

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Earnings season is underway and the initial stories seem to be that of managing costs as top-line revenue and sales continue to see tepid growth. The big picture continues to be the division between emerging market growth and Western debt inflation. The good news is that the number of consumers and their incomes continue to Read more…

Greek Bond Rally?

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The Fed Minutes from the meeting sent the market higher as it clearly showed a far more Dovish Fed then what the media had been led to believe, especially after Yellen’s Q&A session gaff. However, are we really that surprised? Yellen is the most Dovish Keynesian ever to grace the halls of the Federal Reserve. Read more…

Alcoa Earnings

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So how was the first quarter? We know from the domestic economic data that the first quarter came in weaker than initially projected. Earnings season is kicking off and we are going to finally get a look at how businesses fared. Did emerging market growth help offset domestic stagnation? Did the big winter storms impact Read more…

Supply & Demand

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Last week I suspected we would get some selling pressure, but I wasn’t really expecting it to happen on Friday. I was projecting out more towards today, before any real pressure would set in. It looks like we have already hit some of those key supports. Do we now see these supports hold or break Read more…

March Labor Report

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Today is the day, the Labor Report. It has become the pivotal monthly number that sets the tone for the market and can inject volatility.  It sets speculation on Fed monetary policy going forward and it will be a contributing factor to the mid-term elections. So, will the Labor Report come out just right, as Read more…

Reason and Logic = Objectivity

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All this week I have been covering the Jobs situation in this nation; where there is strength and where there is weakness, why we are seeing tepid job growth, what’s the difference between the real unemployment vs. reported (U3) unemployment, and why it is all so important not just for the economic growth, but how Read more…

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