Cannon to the right of them, cannon to the left of them -- Cisco's report won't be enough to save tech's earnings season.
Tech stocks may be overpriced relative to earnings forecasts. But for the S&P 500, the earnings forecasts themselves are overblown.
The dollar is in a positive transition from excessive scarcity to a strong -- but non-deflationary -- position.
The growth dream is over at AOL. And the rest of the tech sector may be starting to wake up to reality, too.
The economy still can't generate the earnings recovery that techstocks need. But it's time to take some more profits off the table.
For all the chatter about expansion, how come the markets won't bet on it?
Like OJ, IBM says it was framed. But that doesn't mean that it's not guilty.
Expectations still run rampant. But this earnings season, reality may get the upper hand.
Oil's just an excuse -- the truth is that the investment necessary to sustain recovery just isn't happening.
We know booms. Recovery, you are no boom.