The economic calendar is loaded. The many reports include several of the most-watched. The data may even generate enough fresh news to break the summer slumber. There is plenty of skepticism about the most recent economic data. I expect pundits to be asking: Will incipient headwinds derail the economy? Last Week Recap In my last […]
The recent trend toward ETF investments has heightened the importance of making wise decisions. The “lazy” portfolios use broad-based ETFs which drag inferior and over-valued stocks into your account. Why not attempt to be more selective? Almost everyone has opinions about favorite ETFs, often highlighting some as cheaper than others. The approach they employ to […]
The economic calendar is modest. Volatility is lower even with plenty of news. The summer doldrums have arrived! It provides time for introspection to fill those empty timeslots and pages. Pundits might be (and should be) asking: What is working? Will it keep working? Last Week Recap In my last edition of WTWA speculated that […]
The extended market rally has left many investors with significant gains in their holdings. This raises an important decision: Is it time to sell, and pay the taxes? While the right answer depends upon your personal circumstances, my objective is to help you think about the problem in the right way. The Bias Against Selling […]
The economic calendar is loaded and there is plenty of non-economic news as well. The punditry will focus on the Trump-Kim summit at the start of the week and then turn to inflation data and the Fed. Who knows what the first might bring, but the market is unlikely to be surprised by the Fed. […]