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- PCs and their makers trying to morph to more - mobile, pads, storage, what next? More M&A - http://bit.ly/aFGWAK $DELL $GOOG $MSFT $AAPL
- Launching The Thematic Investor newsletter - take a look here http://bit.ly/bLO1H7 $KOPN $EQIX $CSCO $CL $K $PG $AAPL $NFLX $RIMM $SVVS $T
- Tune in to Chris Versace on America's Morning News....http://bit.ly/cta0IQ #economy #investing #politics
- $KOPN: Solid 2Q10 Lays the Ground for a Better 2H10 http://bit.ly/bPNFIU
- Getting ready for the July employment report http://bit.ly/aadu2D
- $IIVI Bookings for the quarter increased 120% to a record $125,985,000 compared to $57,245,000 in the fourth quarter of last fiscal year
- Big Lots 2Q revenue comparison rises http://bit.ly/cSdVvJ $BIG
- Smartphone demand drives 54% year-on-year growth in Kopin’s III-V revenue in Q2 http://bit.ly/cGKhkB $KOPN $SWKS
- Commented on: "Universal Display: Showing a Less Than Promising Future" http://soc.li/k0PiaxO $PANL
- Since when does #SmarTrend call EPS upside? showing consensus # is not the same as calling for upside http://bit.ly/9QMdoe $PANL
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Posts Tagged ‘Think 20/20’
Despite all of the progress we have made over the past 18 months, renewed concerns over the sustainability of the tepid economic recovery are rising. Concerns about Greece and then Portugal, followed by Germany’s ban on naked short-selling and euro concerns, have pushed the stock market down in recent days.
More have fallen into the worry camp, and when it comes to the stock market, this tends to be a self-fulfilling prophecy. Adding fuel to the fire this week included a jump in initial jobless claims as well as an upward revision to those for the prior week as well as misses versus expectations for the Empire Manufacturing Index and for building permits data.
As I wrote last week, there are periods of time when we will take two steps forward and one step back. The question that many, including me, are asking, is: Is this a pause to refresh? That is, is there some healthy cooling-off going on in the stock market that would enable investors to get on board the investing train and allow them to commit fresh capital after such a strong run in the stock market from March 2009 until late April of this year?
Think 20/20’s Chris Versace will appear on America’s Morning News hosted by John McCaslin to talk on recent stock market trends and economic data to decipher what it means and how investors both individual and professional should think about it.