Tag Archives: surprise

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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Understand stock market in one minute!

LONDON, Nov 1 (Reuters) – Gold buckled under pressure from a stronger dollar on Tuesday after the Greek prime minister shocked financial markets by calling a referendum on an agreed bailout package and as the collapse of broker MF Global … Continue reading

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Banks bounce back? Of course!

Taking time out to “Reflect” really does work:  And as usual, it doesn’t pay to believe what you read.  Less than a month (maybe a day?) ago everyone was worried about bank earnings (inspiring me to buy some banks) and abracadabra….today no … Continue reading

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Markets, jobs – wild ride in ‘momentum’ economy!

Let’s talk about momentum in markets first, and then get into the philosophy of ‘growth’ for growth’s sake and it’s impact on the job markets and on the economy. If we look at what’s driving stocks right now, it’s all … Continue reading

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Avoid those potential torpedo stocks!

Another sector that’s quite “hot” at this time, and not likely on the radar screen of a ‘maverick investor’ is fertilizers.  The following comment on the earnings release of YAR International is an example of what I’ve been saying concerning … Continue reading

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