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By Jon D. Markman On August 11, 201507:30 AM Eastern
Let’s take a look at sentiment from the perspective of Drach Market Research, a small firm that was run by Bob Drach for decades out of the Florida panhandle before he passed away and was...
By Jon D. Markman On July 28, 201507:30 AM Eastern
Stocks have stayed largely in reverse gear in the last week following weaker-than-expected earnings reports and a continued rout of commodities, energy stocks and high-yield bonds.
When you...
By Jon D. Markman On July 21, 201507:30 AM Eastern
Apple (AAPL) will obviously lead earnings report headlines Tuesday after the close because of its huge market capitalization and over-weighting in the major averages. The company is expected to...
By Jon D. Markman On July 7, 201507:30 AM Eastern
It’s been lost in the kerfuffle over the Greek “No” vote this weekend, but there was an important jobs report issued on Thursday.
The June payroll data’s headline figure was 223,000 jobs gained,...
By Jon D. Markman On June 2, 201507:30 AM Eastern
It’s pretty clear when a trend has matured. You hear about it on the sidelines of kids’ sports events, at worship services and at cocktail parties. What started as self-funded ventures or...
By Jon D. Markman On May 26, 201507:30 AM Eastern
In my five-and-a-half decades of life on Earth, the most profound technology changes have been personal computing, digital networking and the rise of mobile communications.
I suspect that one of...
By Jon D. Markman On May 19, 201507:30 AM Eastern
Everyone of a certain age remembers AOL (AOL) for the ubiquitous CDs the company sent out to encourage people to go online in the 1990s. And most of the news stories last week focused on the...
By Jon D. Markman On May 12, 201507:30 AM Eastern
About two months ago, when crude oil prices were crashing, the airwaves were filled with trend-followers’ predictions that the price was headed for $20 a barrel. As soon as that became the...
By Jon D. Markman On May 5, 201507:30 AM Eastern
One of Wall Street’s best known adages is the old “sell in May and go away” seasonal trick. The idea is that the six months starting in May — including the normally listless summer months — are ...
By Jon D. Markman On April 28, 201507:30 AM Eastern
The slowdown in retail sales growth has been a big surprise this spring, as lower gasoline pump prices were expected to boost spending. What’s going on?
Analysts at TIS Group have a fascinating...