Robert A. Weigand | TalkMarkets | Page 2

Robert A. Weigand

Brenneman Professor of Business Strategy at Washburn University
Contributor's Links: Financial Market Commentary Washburn University Scholarly Papers Book: Applied Equity Analysis and Portfolio Management
Robert A. Weigand, Ph.D., is principle partner of Financial Analytics, LLC. Dr. Weigand has also been a faculty member at Texas A&M University, the University of Colorado, and the University of South Florida. As the author of over 45 ...more
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Economic Outlook 2015, Part 3: The Leading Indicators Suggest Growth Will Continue Into 2015
Wednesday, December 10, 2014 12:00 PM EDT
This is Part 3 of my 3-part review of The Conference Board’s economic indicators. 2014 has been the best year for economic growth since the financial crisis, although sluggish wage growth and rising consumer debt (aided by artificially low interest rates) presented some concerns.
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Economic Outlook 2015, Part 2: U.S. Economy Is Strong And Gaining Momentum
Tuesday, December 9, 2014 9:02 AM EDT
The coincident indicators show that the U.S. economy is currently strong and gaining momentum heading into the turn of the year.
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Economic Outlook 2015, Part 1: Lagging Indicators Show Growth In 2014 Aided By Low Interest Rates And Increasing Consumer Debt
Monday, December 8, 2014 8:29 AM EDT
Taken together, the lagging indicators generally confirm that 2014 was a positive year for economic activity and GDP growth.
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If It Walks Like Deflation And Talks Like Deflation . . .
Friday, November 28, 2014 12:22 PM EDT
One of the main rationales behind QE was that quintupling the size of the Federal Reserve’s balance sheet was necessary to engineer a “healthy” rate of inflation of at least 1-2%.
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Inside The Leading Indicators: Slow, Steady Growth Likely To Continue
Tuesday, October 28, 2014 3:47 PM EDT
In this article I will analyze the 10 individual components of The Conference Board’s leading economic indicators as described in Chapter 2 of my new book Applied Equity Analysis and Portfolio Management.
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Sector Update: Health Care, IT And Utilities Lead, Industrials And Consumer Discretionary Lag
Thursday, September 11, 2014 10:28 AM EDT
The usually-reliable crystal ball of sector analysis suggests no more than tepid enthusiasm for stocks thus far in 2014.
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Can Chanting “Accelerating Growth” Long And Hard Enough Make GDP Grow Faster??
Wednesday, July 23, 2014 9:33 AM EDT
Does everyone see which country is driving the “acceleration?” Yep — Japan and its Godzilla-size QE experiment. Let’s take a look at the weighted average growth rate of the 4 countries.
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Markets In “Risk-Off” Mode For First Half Of 2014: Utilities And Large-Cap Stocks Lead As Interest Rates Decline
Tuesday, July 1, 2014 10:34 AM EDT
As we begin the second half of 2014, let’s take a look back at how equities and interest rates performed in the first half of the year.
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U.S. Stocks May Not Be Overdue For A Correction After All
Thursday, June 19, 2014 5:25 PM EDT
Five years of persistently slow growth and a sluggish labor market, increasing global instability and a new Fed Chair that openly contradicts herself — U.S. stocks seem to be able to shrug off any sort of news as long as there’s Fed stimulus to be had.
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Stock Market Overvaluation Explained In One Chart
Monday, June 2, 2014 12:34 PM EDT
Market pundits seem to have the most difficult time embracing the concept of overvaluation.
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Is The U.S. Economy Growing Or Not?
Friday, May 30, 2014 4:07 PM EDT
The recent revision to Q1 real GDP growth, all the way down to a dismal -0.6%, has sparked a debate in the financial media that is somewhere between wild and desperate.
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Gentlemen, Start Your Hedges: “Hedge In May” Option Strategies
Thursday, May 15, 2014 10:25 AM EDT
One year ago Tepper gained credibility with his prescient warning that short sellers were “digging their own graves,” as all the major stock market indexes continued rising for the rest of 2013.
In this article: SPY
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Apple Vs. Amazon: A Tale Of Two Tech Stocks
Monday, April 28, 2014 12:49 PM EDT
U.S. stocks have displayed substantial volatility thus far in 2014, but gained little ground overall following 2013′s spectacular returns. When stocks churn up and down but fail to establish a definite direction, analysts will sometimes say prices are “consolidating,” or “stuck in a trading range.”
In this article: AAPL, AMZN
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Get Real: 2013 Was Another Sluggish Year For GDP Growth
Tuesday, April 8, 2014 4:56 PM EDT
The last 4 years have been characterized by a consistent phenomenon among economic forecasters: each year began with forecasts of strong consensus growth ranging from 3.0-4.0%. As each year 2010-2013 unfolded, however, these forecasts were gradually ratcheted down.
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Sector Returns Q1 2014: Utilities And Health Care Led The Way
Sunday, April 6, 2014 6:18 PM EDT
One of my favorite ways to gauge market sentiment is to study which sectors led the way over the past quarter (I use the returns to the SPDR sector ETFs — data obtained from S&P’s Capital IQ). For the all-important first quarter of the year, comparing sector returns can also signal what type of a year it will be for stocks.
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S&P 500 Forms Ominous Technical Pattern
Sunday, February 16, 2014 12:34 PM EDT
I look forward to fund manager John Hussman’s blog posts each week. Hussman’s February 17 post contains some dramatic updates to his long-term market thesis that I will review below, and then comment on further.
In this article: SPY
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