{"id":12132,"date":"2011-02-15T11:41:24","date_gmt":"2011-02-15T16:41:24","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=12132"},"modified":"2016-09-20T08:18:49","modified_gmt":"2016-09-20T12:18:49","slug":"what-the-weather-yeah-thats-it","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2011\/02\/15\/what-the-weather-yeah-thats-it\/","title":{"rendered":"What? The Weather???? Yeah, That&#8217;s It!"},"content":{"rendered":"<p>Have you seen the latest reason that we should discount anything that is not up to analyst expectations? <strong>The Weather&#8230;<\/strong><\/p>\n<p>Yes, the cold weather is being blamed for everything and investors are happy to give a pass on the latest datapoint.<\/p>\n<p>Just look at Fedex (FDX) today. It announced that their a trimming guidance by up to 40% (considering the old &#8220;top and new &#8220;bottom&#8221;). Yet the stock is up by 2%!!!!<\/p>\n<p>The German Zew index came in much lower than was expected <!--more-->and that market didn&#8217;t even blink. (15.7 vs 20 expectations)<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/zew-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-12141 aligncenter\" title=\"zew\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/zew-1.jpg\" alt=\"\" width=\"604\" height=\"354\" \/><\/a><\/p>\n<p style=\"text-align: left;\">We also saw another rise in the Business Inventory to sales ratio, showing that manufacturing may be outpacing sales.<\/p>\n<p style=\"text-align: left;\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/binventory-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12142\" title=\"binventory\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/binventory-1.jpg\" alt=\"\" width=\"533\" height=\"312\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Finally, it was obvious that the weather was the culprit for the lousy retail sales number that was released earlier. (.3% vs .5%)<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/retail-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12143\" title=\"retail\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2011\/02\/retail-1.jpg\" alt=\"\" width=\"567\" height=\"330\" \/><\/a><\/p>\n<p style=\"text-align: left;\">So, how does the economy get the loss from weather back? Hope for really great weather. I am all for being bullish, but let&#8217;s not discount the facts either.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you seen the latest reason that we should discount anything that is not up to analyst expectations? The Weather&#8230; Yes, the cold weather is being blamed for everything and investors are happy to give a pass on the latest datapoint. Just look at Fedex (FDX) today. It announced that their a trimming guidance by [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12],"tags":[481,483,490],"class_list":["post-12132","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","tag-economy","tag-markets","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=12132"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/12132\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=12132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=12132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=12132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}