Q3 Earnings: Getting Better

That time of the quarter is quickly approaching once again.  Now that the Fed and its global central bank cohorts have been moved to the back burner for the next several weeks, it is worthwhile to turn our focus back to the fundamentals.  The third quarter earnings season is about to get underway in a couple of weeks.  And while the stock market remains fundamentally challenged, the latest trends in quarterly estimates are providing some glimmers of optimism heading into October.

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The Time Value Of Opportunity

The time value of money is a finance concept that recognizes that a dollar held today is worth more than a dollar in the future. This is due to the fact that the dollar held today can begin earning interest as soon as it is received. Or viewed differently, a dollar in terms of purchasing power is worth more today than it will be in the future due to the eroding forces of inflation. Ironically, those that directly manage the money supply in the United States are currently facing a similar time value dilemma, except their challenge deals not with money but instead with opportunity. And when confronted with their latest decision in this regard on Wednesday, they came up troublingly short.

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The Scariest Investment In Today’s Market

Investors have good reason for concern in the current market environment. Needless to say, underlying fundamentals have been lacking over the past few years despite asset prices continuing to soar to new all-time highs in many cases. But while I often focus on the risks facing the U.S. stock market, another major asset class provides a much greater cause for concern in the current market environment. This category is emerging market bonds, and the road ahead may prove most challenge after what has otherwise been a banner year in 2016.

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God Only Knows Where We’d Be Without Apple

The U.S. stock market is holding its ground. But is it really? Upon closer inspection, we quickly see that today’s stock market is on shakier footing at current levels than the headline index price might suggest.

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What Is Behind Door Number 3?

We are now less than eight weeks away from the 2016 U.S. Presidential election. And the latest polling data indicates that the race remains too close to call. But what is notable is the absolute numbers in polls, as both candidates are struggling to move above 40% of the vote. Exactly where are the remaining 20% of voters hiding out? Some have yet to decide, while others are actively considering throwing their support this election season behind a third party candidate. With this in mind, what exactly is behind door number 3 (or 4)? And what, if any, are the implications for the outcome of the 2016 U.S. Presidential election on financial markets?

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