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Why we need to teach — Uploaded by Adam Johnson on 2011-08-14.

The Selloff: How Bad -- and What to Do Now — Today we attempt to answer two pressing questions: 1. How bad is the selloff? 2. What do we do? We count 17 significant declines for the S&P 500 Index during the past five years, and the 9.8 percent selloff from Sept. 19 to yesterday's low represents the most since mid-2011.

Warning Signs for Housing Stocks — Two big banks today with one clear message: Housing bulls beware. Earnings reports this morning from JPMorgan Chase & Co. ( JPM) and Wells Fargo & Company ( WFC) revealed significant declines in mortgage activity. JPMorgan originations fell 48 percent compared to the same period last year, while Wells Fargo applications dropped 26 percent.

Searching for Buy Candidates in the Small-Cap Carnage — Here's something we haven't seen in 20 years: Small-capitalization stocks have come completed unglued from their large-cap counterparts. These two extreme segments of the market have tended to trade in tandem, generally rising and falling together over time.

Trouble in Store for Oil Stocks — Oil drops for a fourth consecutive day to a two-year low, as Saudi Arabia lowers prices to Asian customers. Feeling the pressure, Iran is expected to match discounts next week, and fellow OPEC member Nigeria has still only sold half its November cargoes.

A Place for Stock Investors to Hide From Falling Markets — Stay invested and sleep at night. Recent gyrations in the stock market have pushed the Chicago Board Options Exchange Volatility Index ( VIX) to its highest level since last March. In the first six trading days of October alone, the Dow Jones Industrial Average ( INDU) has risen or fallen by at least 200 points four times.

Two Faces of the Deflation Debate: Perception Versus Reality — The International Monetary Fund yesterday lowered its global growth forecast for a third time in less than a year. And in the past 24 hours, markets have responded in unison. The MSCI World Stock Index has dropped 1.4 percent, ICE Brent crude oil futures have fallen 2.1 percent and global bond yields have fallen to new lows.

How Profits and Politics Could Lift U.S. Stocks — Two reasons to buy stocks in the near-term: earnings and elections. FBN Securities Inc. technical strategist J.C. O'Hara provides two visual examples of what he describes as "seasonal forces which turn extremely positive in the coming weeks." The first illustrates how the S&P 500 Index has tended to rally during third quarter reporting season since 1995.

What's Working for Outperforming U.S. Stocks — Today we focus on boardroom strategies generating the biggest stock market returns for shareholders, courtesy of the team at Ned Davis Research Group. Whereas strategists tend to focus on industries and sectors, this analysis groups together companies according to factors like dividend policy and capital investment.

Value Investing the David Herro Way — We are back in buy mode, with the help of Morningstar Inc.'s Fund Manager of the Decade. This week marked an important turning point for the stock market. As we discussed in yesterday's blog, pessimism and selling reached climactic levels Wednesday - Thursday.
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Oct 23, 2014

Insight from 2 retailer CEOs at dinner: DEFINE the brand, what u satisfy; TARGET your audience; MERGE creativity/profit; PROMOTE lifestyle

Oct 23, 2014

$AMZN: the more they sell the more the lose (-$.95 in 3Q). The Japanese tried buying market share in the 80s and are still paying for it

Oct 23, 2014

@bhgreeley HA!!! Yes. It's gets better by week #3. Remember: no booze after 7 and in bed by 8:30.

Oct 23, 2014

@ianwyatt I read your article from Dec noting US buybacks peaked in 2007 at $589B. Do you have data for 2014 YTD or lagging 12 mos please?

Oct 23, 2014

True, this contributes to gains RT @JohnyMS: @AJInsight QE + ZIRP driving cheap loans driving buybacks driving EPS growth.

Oct 23, 2014

Most important economic signal today: $UNP raising prices as freight volume +7%. The nation's #1 railroad is moving more product. Period.

Oct 23, 2014

Earnings driving stocks, not QE. EPS growth +9.4% YTD, $SPX price +7.4% so more upside, especially w/2015 eps forecast of $130 (+11%)

Oct 23, 2014

@brisanborn thank YOU Brian. Is there any chance I could still get your research sent to my gmail account?

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