Bad is good, good is bad. That's how markets are reading the latest headlines out of the U.S. and Europe, as stimulus expectations intensify.
Outlook
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Activist hedge fund manager Dan Loeb just bought another 2.5 million Yahoo shares this week. Should CEO Marissa Mayer buy shares next?
OK, Facebook's Q2 report was more or less a bust. But the earnings call provided insight about the potentially bright future for its mobile ads business.
When the last medal is handed out and the tourist throngs depart from Heathrow, will the London regional economy really be better off? Probably not.
Zynga has more than $2 a share in cash and is trading near $3. Yet it might not be seen as a value if it starts spending that cash on deals to spur growth.
Mario Draghi's comments are lifting risk-on markets globally, helping to stem the risk of a death cross for the S&P 500.
Perceptions won't matter if Facebook blows away revenue targets. It will matter a lot more if CEO Zuckerberg has to sell a story on good, but not great growth.
Sandy Weill's call to break up the banks is not entirely altruistic: It could raise valuation multiples and provide a greater return for financial investors.
Let the 'mess fall out', then it's time to buy Apple shares ahead of the iPhone 5 launch, says manager Ben Dickey of the Growth Plus Income model.
Apple's miss was a big disappointment. Yet sales could be delayed rather than impaired, and its strongest-ever product cycle may lie ahead.
UPS saw double-digit declines in exports from Asia to the U.S. and Europe. It's one more worrying sign about the health of the global economy.