Tag: presidential cycle

WHEN the Bull Market Ends

The latest Street$marts is here…$marts20120905.pdf   Read More
Date: September 6, 2012

Keeping an Eye on Those Canaries

The latest Street$marts is out.$marts20120801.pdf   Read More

Markets Pricing in Weak Earnings

Earlier this week, I did an interview with Fox Business about the possible increase in taxes when the Bush/Obama tax cuts expire in December.  Later in the segment, we discussed earnings season, which began this week with Alcoa, and how just one quarter off record earnings, investors are becoming so pessimistic. While it certainly feels like a negative year in the markets, the major indices remain in the black for 2012.  In fact, the year is very closely following the typical […]   Read More
Date: July 11, 2012

Stocks Slide on Tepid Jobs Growth Number

On Friday’s CNBC segment, I spoke about the range bound market with the potential for a fall swoon before the election.  But in any market, there are always opportunities and this time is no different. So far this week, stocks have not behaved well, but it’s far from a rout and the trading range continues. On Wednesday, we get a peak at the minutes from the Fed meeting and folks will take any scrap of comments that leads to […]   Read More
Date: July 11, 2012

Summer Rally, Pre-Election Sell-Off The stock market will experience a summer rally, followed by a sell-off in the fall right before the election, Paul Schatz, chief investment officer of Heritage Capital LLC, told Yahoo. Schatz said the first half of the year had a few unique twists, but it has been fairly typical for election-year market indices. “It’s been an interesting first half,” he said. “We were vertical for a while and then we gave almost all of it back and now we’re […]   Read More
Date: June 29, 2012