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Ready, Set, HIKE!

Weekly Market Commentary 8.25.2014 In only 10 days, the NFL regular season begins. Teams and coaches will be analyzing each other’s moves and plays, looking for any indication that can give them an edge to succeed. Some will play strong offense, others good defense from the moment of the first kickoff. Although some big plays […]

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Crystal Ball?

Weekly Market Commentary 8.18.2014 Since the dawn of financial markets, investors have been searching for signals of impending declines. Many economic indicators correlate highly with the stock market, which means they are coincident and not leading, and they tend to move at the same time as stocks. Some are lagging, meaning they move after stocks, […]

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Turning Down the Noise

Weekly Market Commentary 8.11.2014 Volume has picked up during the recent downturn. No, we are not talking about trading volumes; we are talking about the volume from your TVs with talking heads warning about an impending stock market downturn. If you turn off the TV and focus on what the market is telling you, rather […]

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Stock Market Valuations Suggest Bull Market Still Has Teeth

Weekly Market Commentary 8.04.2014 After hitting another all-time high on July 24, the S&P 500 Index fell for six consecutive trading days, leading to a 2.7% drop for stocks for the week ending August 1, 2014. Losing almost 3% in a week seems a minor concern given historical market ups and downs, especially in the […]

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Second Quarter Earnings Season Update

Weekly Market Commentary 7.28.2014 Amid the barrage of nearly constant economic and market data, nothing is more important to assess the health of corporate America than the quarterly check-in that we affectionately call earnings season. As earnings season approaches its halfway mark, it’s a good time to take a look at what we’ve learned so […]

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Is Congress Contemplating QE4?

Weekly Market Commentary 7.21.2014 This past Sunday marked the 45th anniversary of the Apollo 11 moon landing, when American astronauts Neil Armstrong and Buzz Aldrin became the first to set foot on the moon. If they had stayed there, what would their tax rate have been? The number of U.S. corporations seeking a “tax inversion” […]

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Counting Down the Months

Weekly Market Commentary 7.15.2014 After five-and-a-half years of keeping short-term rates in a range of 0 – 0.25%, many market participants believe the Federal Reserve (Fed) is now about 12 months away from hiking interest rates. This may affect markets in the months and quarters ahead as investors begin to brace for a change in […]

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Earnings Season: A Show About Nothing

Weekly Market Commentary 7.07.2014 The after-the-bell report from Alcoa on Tuesday of this week kicks off the start of the second quarter earnings reporting season. But much like the iconic and oft-quoted television comedy Seinfeld, which celebrated its 25th anniversary this past Saturday, it is likely to be “a show about nothing.” Unfortunately, the earnings […]

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Investor’s Almanac Field Notes

Weekly Market Commentary 6.30.2014 At this year’s halfway point, we are pleased to offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations […]

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World Cup and World CPI Are Heating Up, Risking Mistakes by Key Players

Weekly Market Commentary 6.23.2014 About a week into the World Cup the average number of goals scored per match is 2.92, putting the tournament on course to become the highest scoring World Cup since 1970 in Mexico (2.97). The greater number of goals is being blamed in part on hotter weather. Unlike the cold winter […]

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