Washington (CNN) -- A compromise federal budget plan that would remove the threat of a government shutdown for two years won easy approval Thursday from the Republican-controlled U.S. House. The deal worked out by House Budget Chairman Rep. Paul Ryan and Senate Budget...
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Bubble Check
December 9th Weekly Market Update Sentiment can be an important tool in measuring risk in the stock market. When investors get too bullish, it can be seen as a cautionary flag that the market may be due for a fall or a bubble is nearing its peak. Fortunately,...
2014 Market Outlook
Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom, rooted in the core values...
Another Great Year Ahead for Stocks
December 2nd Weekly Market Update Stock market investors should be rooting for low single-digit economic growth next year — and the reason why has nothing to do with the Federal Reserve (Fed). We forecast a low double-digit gain of 10 – 15% for U.S. stocks in 2014,...
Chasing Returns
November 11th Weekly Market Update Decades of behavioral research suggest investors chase returns. In other words, they sell one investment to buy another that has performed better on the hope that it will continue to do so. Although this behavior is known to be very...
The Earnings Season Sweet Spot
November 4th Weekly Market Update Last week marked that special time of year when the World Series brings together two great teams. A three-run double on a hit to the Green Monster off the sweet spot of the bat of Shane Victorino helped the Boston Red Sox emerge...
The New Normal Was the Old Normal
October 28th Weekly Market Update Five years ago, the phrase “the new normal” began to be coined to describe the investment environment of the years that were to follow. Prognosticators claimed the new normal of the future was likely to include a lowered living...
Back to Work
October 21st Weekly Market Update The budget crisis in Washington is over — for now. The 11th hour deal lifts the debt ceiling through February 7, 2014, and funds the government though January 15, 2014, returning furloughed government workers to their jobs. The bill...
The Six Trends to Watch This Earnings Season
October 14th Weekly Market Update The continued wrangling by lawmakers over the government shutdown and debt ceiling may overshadow earnings reports this week in drama, but not in importance. While Washington drives market volatility, the market trend is determined by...
What to Watch for a Breakthrough or a Breakdown
October 7th Weekly Market Update Last week stock market investors continued to cling to, if not actually climb, the wall of worry. Stocks were flat for the first week of the government shutdown, but that masks the intraday volatility seen last week as drops were...