I am currently editor of Reuters U.S. Markets; former writer of WSJ's MarketBeat Blog, author of Never Buy Another Stock Again.

Big Box Sales

blogs.reuters.com — Retail sales at Costco Wholesale Corp should be encouraging enough when the company reports results at the close of trading today. In early May the company said comp-store sales, excluding gasoline and foreign currency effects, were up 7 percent in April and up 7 percent across the United States in the preceding 35 weeks (not sure why this is the number used, but fine).

The Road Was Long, But You Ran It (Janet)

blogs.reuters.com — On an otherwise quiet day for markets, everyone's got their eye on Janet Yellen, who speaks at 1:00 p.m. ET (1700 GMT), and it looks like she's going to make a bit of a case for the Federal Reserve to start raising rates in the near-term.

Fed in the Red

blogs.reuters.com — The Federal Reserve's upcoming minutes on Wednesday will serve as something as a precursor of Janet Yellen's coming Friday speech that looks like it will set the tone for the coming Fed meetings and what should be the market's outlook for Fed policy.

Impressionism

blogs.reuters.com — Markets close out another week of interesting times, left with only a few notable data points over the next few weeks to drive activity, and with more than a few people throwing their hands in the air (in confusion, not because they just don't care).

Delaware Destroyers

blogs.reuters.com — Has the U.S. market been altered, if only slightly, by the surprising defeat of Nelson Peltz's Trian Management Group in its endeavor to take several seats on the board of DuPont? Perhaps. Activist investing has been a hot market of late, as Reuters' Svea Herbst-Bayliss says in a story late Wednesday, after Peltz's slate went down in a close shareholder vote.

Dislocations, jobs and the bond market

blogs.reuters.com — Friday's jobs report will possibly alleviate a bit of a confounding period in the market, where the Treasury curve, particularly the long end, has been under intense selling pressure in a counter-intuitive move, seeing as how data has been largely lackluster.

So You Think That It’s Over…

blogs.reuters.com — Tesla's earnings come at an interesting time for the market, as the small-cap Russell 2000 fell through and closed below its 100-day moving average, amid larger weakness in the smaller names trading in U.S. markets.

Warren Buffett losing some mojo on his economic ‘moats’

theglobeandmail.com — Warren Buffett has carved out a core stock-picking strategy of investing in companies with strong economic "moats," businesses that have built, fortified and generated success from well-known brands that make it difficult for them to succumb to competitive forces. But for a number of holdings in his stock portfolio, the moats may be drying up and the walls could be breached.

Warren Buffett losing some mojo on his economic 'moats'

reuters.com — But for a number of holdings in his stock portfolio, the moats may be drying up and the walls could be breached. Stalwarts like International Business Machines (IBM.N), Coca-Cola Inc (KO.N), Procter & Gamble Co (PG.N) to name a few have showed declining revenue trends in recent years, and face competition that may make it more difficult for them to outperform the market in the way they did in the past.

Warren Buffett losing some mojo on his economic 'moats'

reuters.com — But for a number of holdings in his stock portfolio, the moats may be drying up and the walls could be breached. Stalwarts like International Business Machines (IBM.N), Coca-Cola Inc (KO.N), Procter & Gamble Co (PG.N) to name a few have showed declining revenue trends in recent years, and face competition that may make it more difficult for them to outperform the market in the way they did in the past.
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May 27, 2015

Nice from @jtoonkel and @dkrandall Original robo-adviser Financial Engines seeks life beyond 401(k)s reut.rs/1HKbCz2 via @Reuters

May 27, 2015

RT @Yair_Rosenberg: From what I understand from the news, Americans are no longer content to simply mock soccer and are now arresting everyone responsible.

May 27, 2015

RT @LaurenYoung: At #TRTrading15, all of the panels are named after movies. This is "Pitch Perfect" moderated by @jtoonkel pic.twitter.com/Mi5NbCM3Co

May 22, 2015

@BCAppelbaum Lot of talk about Rhode Island. It's the equivalent of Spinal Tap yelling "Hello Springfield!!"

May 22, 2015

RT @Reuters: Twenty of the world's biggest banks paid more than $235 billion in fines. Interactive graphic: reut.rs/1Ls40jj pic.twitter.com/9cm1AeBC5v

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