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What To Expect From The Earnings Parade

Daily State of the Markets Wednesday, January 9, 2013 Good morning. Well, it’s that time of year again – earnings season. If you’ve been at this game for any length of time, you know that this is where things...

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What Do The Cycles Say About 2013?

Daily State of the Markets Tuesday, January 8, 2013 Good morning. While long-time readers know that I simply abhor the predictions game, it seems that one of the most popular things I write about each year has to do with the...

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Is Good News Still Good For Stocks?

Daily State of the Markets Monday, January 7, 2013 Good Morning. Good Morning. Now that the immediate issues of the fiscal cliff have been resolved – meaning that Congress did (finally) manage to agree that (a) enacting...

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What’s Wrong With This Picture?

Daily State of the Markets Friday, December 21, 2012 Good Morning. Rarely is identifying the market’s driving force so easy. Usually, right about the time you figure out why stocks are doing whatever it is they are doing,...

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On The Wrong Track? Or…

Daily State of the Markets Thursday, December 20, 2012 Good Morning. Don’t look now fans, but the fiscal cliff negotiations might suddenly be on the wrong track. While stocks celebrated with big gains Monday and Tuesday...

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It’s Not About Who’s Winning

Daily State of the Markets Wednesday, December 19, 2012 Good Morning. For the vast majority of this year, the two political parties have been at each other’s throats, each purporting that their vision is best and that if...

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Now For Some Good News

Daily State of the Markets Tuesday, December 18, 2012 Good Morning. Now I ask you, is there any better way to start off a week than with some good news? This is especially so when that week is the last full week of the year and...

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Is The Secular Trend About To Change?

Daily State of the Markets Monday, December 17, 2012 Good Morning. Here’s a thought. What if the secular bear market that we’ve been dealing with since the turn of the century is in the process of morphing into a...

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Trying To Put The Cliff In Perspective

Daily State of the Markets Friday, December 14, 2012 Good Morning. As long-time readers know, my oftentimes meandering morning market missive is about trying to identify the forces responsible for driving traders to do what they...

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Distractions and a Threshold-Based What?

Daily State of the Markets Thursday, December 13, 2012 Good Morning. It was so easy to become distracted by all the shiny objects in the market yesterday. There was a batch of headlines produced in rapid-fire fashion by Jamie...

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