Alcoa kicks off the traditional earnings season with its report after today’s close. The “traditional” earnings season has dramatically evolved in the past 5 years, so that company reports are spread out throughout the quarter, …
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CC wrote about the impact of seasonality on macroeconomic data all the way back in April. Directly from that post: For the past 2 years, the upside surprises peaked in the winter, and bottomed in …
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I came across an interesting analysis of market action after the last 3 presidential elections. The entire post at the AfraidtoTrade blog is a good read, but here is the concluding excerpt: The past three …
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With little news overnight, and generally quiet markets greeting us again this morning, I wanted to take a look at how SPX index volatility is priced ahead of the batch of events in the next …
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After Monster’s weak report last night, and 10% fall, it seems to have become a ritual this earnings season to pick off each former high-flying growth stock one by one. Perhaps most interesting about this …
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The last 10 days have been the lowest volume period (as measured by SPY volume) since the top in Apr 2011, and before that, the Christmas period in 2010. Clearly, markets are waiting to hear …
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WSJ Market tone: Stock futures mostly flat; euro slightly higher against the dollar; Nymex crude futures up 36 cents at $100.04 a barrel. Overnight action: Sears to close 100 to 120 Kmart and Sears stores; …
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