The Earnings Challenge

The earnings challenge is on. Despite the fact that the fiscal policy agenda that had the U.S. stock market so exciting coming into 2017 has increasingly disintegrated as the year has progressed, the catapult higher in stock prices has been justified instead by the strong improvement in corporate earnings. With economic growth forecasts continuing to fade and onus is increasingly on corporate earnings to continue to lift the U.S. stock market higher or at least keep it on its lofty perch. While the second quarter earnings season is now largely in the books, the earnings challenge is now fully taking shape for the remainder of 2017.

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Gone In 60 Seconds

The extreme dangers for investors in the most perilous segment of capital markets were fully revealed last week. While the seemingly guaranteed upside remains alluring for some, participants continue to face the risk of seeing their investment in this white hot market segment evaporate at an even quicker, lightning fast pace.

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Locked And Loaded: 5 Risk Indicators To Watch

The heated rhetoric between the leaders of the United States and North Korea continues to flow. The associated uncertainty can be unsettling for market participants, particularly during the summer month of August where trading volumes are already light, and such shocks can thus result in wider than normal market swings. But is the U.S. stock market about to wrap up its worst week since Halloween 2016 because investors really have something to worry about, or has the recent escalation of the North Korea conflict done nothing more than provide a reason for stock traders to take profits in what has been a white hot market since late last year?

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Some Like It Hot

Some like it hot when it comes to their U.S. equity allocations. But I believe stock investing is a dish best served cold in the current market environment.

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Stayin’ Alive

The U.S. stock bull market is still alive. But after more than eight years and with stocks trading at historically high premiums despite a persistently sluggish economy, many investors are left to wonder after trading days like Thursday how swiftly and badly the bull market will finally end as well as the ferocity of the subsequent bear market that follows. How will today’s stock investors know that the bull market is finally over? And once they know, will it be too late to do anything about it?

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