Tag Archives: optimistic

Earnings surprises impotent; Earnings shocks potent!

Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative techniques) it became abundantly clear to me that accurately predicting … Continue reading

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Correction done? Don’t bet on it!

On March 20th, I published the following quote in my regular money.ca blog entitled: Reacting to headlines is perilous! Most worrisome: Jim Cramer (wait long enough and you’ll eventually be right) is more wound up than a four-year old high … Continue reading

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Wanna be a Portfolio Manager? Forget the ‘walk’ and learn the ‘talk’!

Portfolio managers become very adept at covering their everyday-idiot side and at a moment’s notice switching on their learned-professional alter ego. Like the Two Face character from Batman comics, it’s often difficult to determine who it is you’re actually talking … Continue reading

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Robust earnings, slower economic growth, FED benign…what to do?

  Biker signal for “Slow Down” “WASHINGTON, April 28 (Reuters) – U.S. economic growth likely braked sharply in the first quarter as higher food and gasoline prices crimped consumer spending, but the setback will probably be fleeting given a firming … Continue reading

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