The Day Ahead: The Earnings Season 'Code Cracker'
I've previously noted that investing stories and strategies have always seemed to just "come to me." Maybe, in a former life, I was one of the few stockbrokers that managed to win during the Great Depression -- and, in present form, this has allowed me to maintain some kind of sixth sense for the markets.
There are those rare moments, however, when the market goes theme-less. In this kind of environment, information is regurgitated and presented to end users as either good or bad -- but in actuality, once dissected, the "news" is not new. For the moment we are absent any major fresh themes. Instead we're seeing little themes that stand to metamorphose in to larger balls of worry in future months. For instance, consumer confidence is below consensus and below the prior month -- another piece of data going this general route....713 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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