Here are the reasons I am cautious about the stock market at this juncture:1) We are seeing good buying activity in stocks, as gauged by the NYSE TICK which has been making new highs on a cumulative basis. Among the large caps (top chart), that buying activity is no longer able to give us fresh price highs. (Credit for the […]
Lately we’ve spent a lot of time internally and with our clients talking about the future of search. When you look at how Google got beat up by the stock market for its “slowing results” and Facebook shows more than 70 percent of its revenue coming from mobile, you start to think about how ripe for disruption mobile search really […]
Never mind how the U.S. stock market is posting modest year-to-date losses close to 2%. Momentum stocks are up and so is risk taking.A comparison of the iShares MSCI USA Momentum Factor ETF (MTUM) – a good proxy for the risk appetite of bullishly trending stocks – versus the S&P 500 (^GSPC) shows that momentum stocks have not yet lost their luster. Over the past […]
Four Vs of big data – image ShutterstockOne of the themes of this year’s main European IT exhibition, CeBIT, was Big Data. In fact, it’s one of the core themes of most events I’ve been attending the last months. Big Data is everywhere: marketing, analytics, information management, healthcare, the list goes on. And despite discussions and debates in the area […]
WikipediaEven the more bullish analysts on Wall Street undershot the big rally in 2013. So they’re likely determined to not miss what 2014 has in store for this market.
We thumbed through hundreds of pages of Wall Street’s 2014 outlook notes and compiled the thoughts of 14 top stock market forecasters.For 2014, the average call is for the S&P 500 to […]
Wikimedia CommonsStocks are going up.It’s time to stop reflecting on 2013 and start thinking about 2014.
We thumbed through hundreds of pages of Wall Street’s 2014 outlook notes and compiled the thoughts of 14 top stock market forecasters.The average S&P 500 call was 1,949, with a median of 1,950. For EPS, the mean was $118 and median call was $116.Here are […]
