The economic calendar is light and provides little post-COVID19 data. Continuing jobless claims takes on a new importance, and we may get some useful information from the components of the University of Michigan sentiment survey. 96 companies in the S&P 500 will report earnings. The depth of the employment decline and curtailment of normal activity […]
I have been a consumer of financial news for more than thirty years. For fifteen years I have joined in financial writing, consistently citing the best work I can find. Traditionally investors could see great stories on the economy, corporate earnings, relevant government policies, and suggestions for investment themes. Things are different now! The world […]
The economic calendar includes several important releases, but few reflect the COVID19 effects. Everyone knows the economic news is dismal. Just how dismal does not seem to matter. Investors want to know whether we have seen the bottom in stock prices. They ask, “When will people return to work?” Is it time to start buying […]
Once again, no one cares about the economic calendar. There are a few items with recent data – jobless claims, mortgage applications, and Michigan sentiment – but most reports are old news. Everyone is focused on the increase in coronavirus cases and deaths. There are plenty of predictions, each based on model from a reputable […]
At a time when many investors are taking a hard look at their portfolios, good information is more important than ever. Sadly, it is even harder to come by. There is no substitute for applying your own critical thinking skills to the opinions you see. A featured guest on CNBC, Senior Investment Analyst for a […]