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We’re staying defensive until earnings season brings clarity

We had hoped that Asia might have enough economic strength to support itself and avoid recession. No more.

Strategies

We’re staying defensive until earnings season brings clarity

by CJ Brott
Published July 4, 2012
Europe and weaker earnings will hold back US stocks

As June progressed, earnings estimates were reduced and are now in a downtrend.

Strategies

Europe and weaker earnings will hold back US stocks

by Richard Moore
Published July 3, 2012
Our model performed well in a choppy market

I suppose investors feel a little less uncertain, but there are still many questions to be answered.

Strategies

Our model performed well in a choppy market

by William Smith
Published July 3, 2012

Gold is an asset bubble and it's already starting to burst, says risk management expert Mark T. Williams.

Outlook

Why gold is an asset bubble ready to burst

by Michael Tarsala
Published July 3, 2012

It could be potentially good news for the S&P 500 if investment manager Ben Dickey is correct with his 2012 oil projection.

Outlook

Ben Dickey makes a roundabout equity call

by Michael Tarsala
Published July 3, 2012

Mac market share is still low, but Apple is by far the top mobile PC shipment brand if you include tablets in the mix, according to DisplaySearch data.

Outlook

Apple is tops by far in platform market share

by Michael Tarsala
Published July 3, 2012

Wall Street analysts are more bearish than they have been in 15 years, according to Merrill Lynch. It's a bullish sign -- with one caveat.

Outlook

Extreme bearishness is bullish — mostly

by Michael Tarsala
Published July 3, 2012

Market volatility has dropped big time. Unfortunately, that's a bad sign for future stock gains.

Outlook

The VIX says stocks may soon hit a wall

by Michael Tarsala
Published July 3, 2012
What is Operation Twist?

The Federal Reserve's action to keep long term rates down by buying up 10-year T-notes is often referred to as Operation Twist. Here's a helpful explanation of how it works, from Marketplace's Paddy Hirsch.

Outlook

What is Operation Twist?

by Interactive Advisors
Published July 3, 2012

Board drama has been a major distraction for the company, but it hasn’t slowed down its strong operating results.

Strategies

Why I remain bullish on Turkcell

by Charles Sizemore
Published July 3, 2012
Why I loaded up on Berkshire Hathaway shares in June

A 20% holding in Berkshire is not nearly as risky as an equally large holding in most other stocks would be.

Strategies

Why I loaded up on Berkshire Hathaway shares in June

by Patrick Larkin
Published July 2, 2012
Behind the breakthrough at the Greater China Fund

Greater China Fund’s board had failed to respond to the needs of value-minded shareholders last year.

Strategies

Behind the breakthrough at the Greater China Fund

by Dan Plettner
Published July 2, 2012

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