Hi, folks — this is Jeff’s son, Derek. I’ve had many eager readers reach out to ask why there’s been no WTWA the last few weeks. I thought I should fill y’all in. Jeff is in the hospital with a nasty case of pneumonia. The good news is that he has tested negative on repeated […]
We have a moderate week for data, featuring housing, sentiment, and unemployment claims. Most important will be the report on personal income and spending. Attention will remain focused on vaccine progress and the pandemic, as well as the progress through Congress of a stimulus package. With markets near record highs, many investors are wondering about […]
We have a big week for data and only four days to digest it. Retail sales and housing data will be most important. Industrial production will provide evidence about the strength of the recovery. Some of the punditry will get lost in the data while others continue the fruitless effort to reconcile market prices with […]
We have a big week for data, including both ISM reports and a focus on employment. Investors thirst for more data about the strength of the economic rebound. We are also in the heart of earnings season, worried about vaccines, and wondering if Washington will provide more help. Despite this jam-packed agenda the financial media […]
We have a light, holiday-shortened week ahead. There are several reports on housing, but everyone will be focused on the Inauguration and hopes for a peaceful transition of power. Anyone with skin in the game will be asking: What does a Biden Administration mean for my investments? Last Week Summary In my last installment of […]