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HOME > Our View >The Big Picture
The Big Picture
Analysis of major issues impacting the financial markets.
13-May-13 09:30 ET

Back to the Basic(s) Materials

Does anyone ever pay full price for a product at Jos. A. Bank? I don't know why anyone ever would when that...
06-May-13 08:18 ET

Fed Policy as Easy as 1-2-3

It is said that a picture is worth a thousand words. In the case of the Federal Reserve's monetary policy,...
29-Apr-13 09:25 ET

Revenue Growth Is Weak... and Concerning

We have reached the halfway point for the first quarter earnings reporting period and some things are abundantly...
22-Apr-13 09:16 ET

Gold Set Shining Example for Stock Investors

Gold, otherwise known as the yellow metal, has been left black and blue by recent selling interest. Last Monday,...
15-Apr-13 09:18 ET

Fed Up

When it comes to the Federal Reserve, there is plenty to discuss. We are reminded of that every time there is an...
The Big Picture PREVIOUS ARTICLES
Date Article Title
08-Apr-13

A Phantom Menace

01-Apr-13

First Quarter Earnings Preview

25-Mar-13

From Sesame Street to Wall Street

18-Mar-13

The Market View

11-Mar-13

Margin Debt Rises into Thin Air

04-Mar-13

February Is a Month to Remember

25-Feb-13

Be Prepared for Turbulence

19-Feb-13

A Peek at the Fed's Asymmetric Outcome

11-Feb-13

Earnings and Yearnings

04-Feb-13

Bullish Spirit Heating Up with January Barometer

28-Jan-13

Copper - A Lagging Leading Indicator

22-Jan-13

S&P 500 Is, Like, Totally at All-Time High... Totally

14-Jan-13

Complacency and Speculation on the Rise

07-Jan-13

Earnings Preview - Fourth Quarter 2012

02-Jan-13

Congress Strikes a Deal That Isn't Done

24-Dec-12

Two Seasons Greetings

17-Dec-12

2013 Outlook

10-Dec-12

Change and No Change for the FOMC

03-Dec-12

The Travail of Getting Right with Fiscal Austerity

26-Nov-12

An Earnings Recap (and a Reminder)

19-Nov-12

Taking Issue with the Dividend Tax Issue

12-Nov-12

More of the Same Equals Less

05-Nov-12

An Election Connection

29-Oct-12

The Dour Jones Industrial Average

22-Oct-12

Some Brief Earnings Thoughts

15-Oct-12

Trends That Can Make All the Difference

08-Oct-12

Third Quarter Earnings Preview

01-Oct-12

The Cost of a Negative Surprise Is Increasing

24-Sep-12

Leading Economic Index Reflects Risks

17-Sep-12

Editorial: QE3 is Deeply Troubling

10-Sep-12

Bearish Data, Bullish Hopes

04-Sep-12

Bernanke Says Nothing. Market Approves. Fundamentals Worsen.

27-Aug-12

Fiscal Problems Loom, Even if not a Cliff

20-Aug-12

Global Economic Trends Aren't Pretty Picture

06-Aug-12

GDP Outlook Darkens

30-Jul-12

Fed May Act, but Don't Expect Much

23-Jul-12

The Best of Earnings Is Over, and It Wasn't That Great

16-Jul-12

Broad Earnings View Still Worrisome

09-Jul-12

Lackluster Earnings Season on Tap

02-Jul-12

The Bullish Alternative - A Mid-Year Update

25-Jun-12

Upcoming Earnings Decent but With Issues

18-Jun-12

Eye of the Hurricane

11-Jun-12

European Credit Crisis, Interrupted

04-Jun-12

US Recession Fears are Based in Europe

29-May-12

Dow Dogs Might Work this Summer for Risk-Averse Investors

21-May-12

European Dithering Boosts Tech Values

14-May-12

Europe - As Bad as it Gets

Premium Content Only
07-May-12

Dividend Plays as Safe Havens with Solid Returns

Premium Content Only
30-Apr-12

Halftime Earnings Update - Excellent is Barely Good Enough

Premium Content Only
23-Apr-12

Spain's Impact on US Stocks

Premium Content Only
16-Apr-12

Bearish Arguments to Ignore

Premium Content Only
09-Apr-12

Headwinds Increase

Premium Content Only
02-Apr-12

Credit Cycle is Key to Equity and Economic Recovery

Premium Content Only
26-Mar-12

Headwinds

Premium Content Only
19-Mar-12

Dividend Plays Still Worth Considering

Premium Content Only
12-Mar-12

Greece Defaults, Market Shrugs

Premium Content Only
05-Mar-12

Mitt Romney Will Be the GOP Nominee. You Can Bet on It.

Premium Content Only
27-Feb-12

The Improving Economy in Pictures

Premium Content Only
21-Feb-12

This Is a Market of Stocks, Not a Bubble

Premium Content Only
13-Feb-12

Financial Stocks Rally with Renewed Loan Growth

Premium Content Only
06-Feb-12

January Economic Data Providing Support

Premium Content Only
30-Jan-12

Earnings Momentum Slows

Premium Content Only
23-Jan-12

Political Reality Check

Premium Content Only
17-Jan-12

Fundamental Matters -- Earnings and Europe

Premium Content Only
09-Jan-12

The 17% Stock Return of 2011

Premium Content Only
03-Jan-12

The Bullish Alternative

Premium Content Only
19-Dec-11

Top Five Pet Peeves

Premium Content Only
05-Dec-11

Opportunity of a Lifetime

Premium Content Only
21-Nov-11

Seeing the Bull for the Bears

Premium Content Only
07-Nov-11

Dealing with Volatility

Premium Content Only
24-Oct-11

The Other Side of "Sell in May"

Premium Content Only
10-Oct-11

Employment Data in Context

Premium Content Only
26-Sep-11

Overlooked Good News

Premium Content Only
12-Sep-11

Value in Dividend Plays

Premium Content Only
29-Aug-11

Plenty of Room for Earnings Estimates to Come Down

Premium Content Only
15-Aug-11

Fear and Other Pathologies

Premium Content Only
01-Aug-11

Plenty of Sound and Fury in This Tragedy

Premium Content Only
15-Jul-11

A Debt Limit Showdown

Premium Content Only
05-Jul-11

Strength in Weakness

Premium Content Only
20-Jun-11

A Familiar Ring

Premium Content Only
06-Jun-11

Long-Term Investment Themes

Premium Content Only
23-May-11

Ignore the Noise

 
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