Halloween Zombie Story

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I thought I would watch some horror movies to celebrate Halloween, but instead I only had to turn on the news for my own horror show; Fed continues QE indefinitely, Obamacare website failures, Obamacare hearings, Lawmakers start their first vicious debate over the debt / budget battle, more phone tapping scandals, low job creation, New Read more…

Apple Earnings

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We have moved well into earnings season and the overall story remains mixed. There is nothing definitive to show that the economy is either improving or getting worse, but is rather stagnant. Apple is one of the most watched and hailed companies in this generation, so when it reports earnings the world watches. Apple Earnings Read more…

Earnings MRK and AAPL

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The market remains in an elevated state, and it seems like there is no other direction for it to go. There is some faint talk of a Taper in December or January; however, most that believe in the possibility of the Fed Tapering have pushed their expectations into March of next year. For now the Read more…

Earnings: PG, MSFT, AMZN

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The earnings story continues with solid technology reports coupled with weakness from the retail and consumer sides. These mixed earnings stories are driving core concerns about fundamentals heading into the holiday season and, it being one of the shortest holiday season (between Thanksgiving and Christmas), there is a shorter sales cycle. We are also seeing Read more…

Earnings: Ford and AT&T

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So far, this earnings season has been mixed. Concerns have surfaced in the banking, retail, and restaurant sectors. The major concerns are weak sales numbers and short falls in top-line revenue. Companies have announced more layoffs and cost cutting measures to boost bottom line profits. On the other hand we have seen some better than Read more…

Earnings: CAT and BA

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Is the market beginning to stall? After getting through all the government’s and Fed’s games, the market has survived and even moved higher; however, as we get back to focusing on earnings and the economic conditions on the ground, we quickly see that trouble and stagnation remain. Those concerns are certainly not universal. Amid the Read more…

Labor Report – September

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Some government economic data that we had missed during the shutdown is being released, primarily the jobs data. While the market has mostly ignored the economic stagnation, taper fear, and government shutdown – it is still worth keeping track off. There is a psychological impact with the government data which could inject some optimism or Read more…

JP Morgan and MCD Earnings

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Have we made it through the political tunnel of horrors? So far it seems so. The Taper, which initially brought concern to the market, was averted (as expected) and now with the new Fed Chairman we could very well see the QE money printing increase. I don’t see any signs of a Taper in the near Read more…

Earnings IBM, GE, Water, Africa

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As expected, an 11th hour can-kick is all we got and the debt ceiling debate. Nothing resolved, just buying some more time. The story will quickly move to the back burner, as it always does. Even many politicians will forget and focus on something else, most likely their extra-long holiday. Then again, at the last Read more…

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