What I’m reading this morning
Joshua M Brown
Chart o’ the Day: Can the Market Handle Falling Earnings?
Earnings season is almost upon us and, for the first time in a long time, the increase in corporate profits we’ve grown accustomed to will likely not be there. Thanks to falling oil and the strengthening dollar, the S&P 500 is now only expected to notch a 1.1% year-over-year gain as companies report their Q4…
Hot Links: This Time It’s Personal
What I’m reading this morning
A 2015 Comeback for the Middle Class?
One of the most interesting predictions I’ve heard made about 2015 is that this would be the year the economy finally outperforms the stock market in the US. Who knows, but I wouldn’t mind if that were the case. For one thing, it would help a lot of people who’ve been “left behind” by the…
QOTD: What if you knew all the answers?
This is my Quote of the Day
This Week on TRB
(skip to the 1:20 mark) These were the most read posts on the site this week, in case you missed them:
Yeah I said it.
Crude oil prices cut in half within 6 months, but nobody really follows that commodity so it makes sense they didn’t see it coming. $STUDY — Downtown Josh Brown (@ReformedBroker) January 9, 2015 Energy analysts updating consensus WTI, Brent Crude forecasts, standby… pic.twitter.com/MmsjaFO77J — Downtown Josh Brown (@ReformedBroker) January 9, 2015
QOTD: Why Modern Economists Lean Left
This is my Quote of the Day
Peltz Launches Third Largest Proxy Fight Ever
Trian’s Nelson Peltz made it official overnight after skirmishes with the management at DuPont over the last year and a half. It’s to be a proxy battle, with Peltz angling for four board seats and a three-way split up of the chemicals conglomerate. DuPont is a 212 year old company and, at $67 billion in…
Hot Links: A Empty Lake
What I’m reading this morning