Wall Street finally comes to grips with the realities of the economic slowdown

Wall Street finally comes to grips with the realities of the economic slowdown

In this week’s Monday Morning Kickoff for April 11, 2016:

As Alcoa kicks off March quarter earnings this week, we see more reasons to be cautious — a reality we’ve been warning our readers about for weeks, but a fact that the investment community has finally come to recognize. Read our analysis, plus:

  • March quarter GDP gets revised down AGAIN by the Atlanta Fed to 0.1%
  • Negative earnings pre-announcements begin to rear their head
    Oil rebounds, but how long until the rise hits consumer wallets and crimps spending?
  • Prepping for Facebook’s ([stock_quote symbol=”FB”]) F8 annual developer conference.
  • Laying out the economic data and thematic earrings on tap in the week ahead.

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Monday Morning KickOff 04-11-2016

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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