Tags: government shutdown

The Week Ahead: Earnings Hazards?

October 20th, 2013
in contributors

It is time for a return to normalcy!I expect much less Washington politics and much more focus on corporate earnings. While economic data reports are still delayed and distorted, we will gradually get back to analysis of economic fundamentals as well.… more »

The Week Ahead: End to Debt Limit Stalemate?

October 14th, 2013
in contributors

Written by Jeff Miller, A Dash of Insight In chess, a stalemate is a drawn game. Chess players study endgames, where small advantages become big wins. Computers have now solved these endgames – all of them! Some require dozens of precise moves. A mista… more »

The Week Ahead: Can the Market See Past the Government Logjam?

October 6th, 2013
in contributors

by Jeff Miller, A Dash of Insight Is it premature to think ahead, to a time after the budget and debt logjam is broken? Markets are celebrated for anticipatory power. There are already some signs this is happening. We would all enjoy relief from the pa… more »

The Week Ahead: How Costly a Government Shutdown?

September 29th, 2013
in contributors

by Jeff Miller, A Dash of Insight The most important issue facing the US markets and economy is the pending government shutdown. If this expands into a debt default, the implications reach worldwide. As I accurately forecast last week: "Des… more »

Getting Ready for the Week Ahead

April 11th, 2011
in contributors

Mean-reversion behavior in profit margins is expected at some point, but the author thinks the forecasts of lower earnings are wrong. Employment and revenues are also reverting to the mean -- and that is much higher than current levels. more »

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