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Alcoa's report is being seen as sign of a troubled earnings season. Analysts that were slow to cut EPS targets across the board may be the bigger worry.

Outlook

Alcoa’s report is not the only earnings worry

by Michael Tarsala
Published July 11, 2012

U.S. stocks are selling off for a fifth-straight day. The Fed minutes could be a catalyst, although stocks are not oversold and volatility remains low.

Outlook

Stock markets may cue on Fed minutes

by Michael Tarsala
Published July 11, 2012
Fear has now trumped fundamentals

With our long term horizon, we're staying overweight industrials in our Growth Portfolio.

Strategies

Fear has now trumped fundamentals

by Ben Dickey
Published July 11, 2012

Don't fight the Fed in the gold market and especially not now, argues Chris Henwood of The Henwood Edge and a former trading VP at Goldman's J. Aron.

Outlook

Don’t fight the Fed on gold, Henwood says

by Michael Tarsala
Published July 11, 2012
Healthcare and biotech are hot sectors in a cool market

Healthcare and biotech stocks have been on a tear in the last couple weeks.

Strategies

Healthcare and biotech are hot sectors in a cool market

by Mitch Jones
Published July 10, 2012
The optimistic case for Europe. And how to play it

In Europe, I most certainly do expect a market rally, and I expect it to be substantial.

Strategies

The optimistic case for Europe. And how to play it

by Charles Sizemore
Published July 10, 2012
Three sectors we like heading into the second half of 2012

We diversified into three new sectors: consumer staples, consumer discretionary, and telecommunications services.

Strategies

Three sectors we like heading into the second half of …

by Sherman Lee
Published July 10, 2012

J.C. Parents, CMT is watching chip stocks as a leading indicator for other markets and perhaps the tech economy. And he likes what he sees.

Outlook

Making the case for a chip stock rally

by Michael Tarsala
Published July 10, 2012
Stocks are competing for inclusion in my model

There is a backup list of screened stocks ready to be subbed into the Sustained Momentum model should any of the current investments start to falter.

Strategies

Stocks are competing for inclusion in my model

by Robert Freedland
Published July 10, 2012

A trio of Fed officials voiced the need for the Fed to do more to stimulate the economy following the weak Friday jobs report.

Outlook

Support for QE3 appears to be rising

by Michael Tarsala
Published July 10, 2012
A successful professional who’s a lousy investor

Clearly there would be some inconsistencies to correct in this gentleman’s mindset.

Strategies

A successful professional who’s a lousy investor

by John Gerard Lewis
Published July 10, 2012

One particularly crummy Friday does not ruin the bullish picture for stocks, says Jeffrey Saut, equity strategist at Raymond James.

Outlook

One Friday doesn’t ruin the bullish picture

by Michael Tarsala
Published July 10, 2012

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