You’ve got to know when to hold ’emKnow when to fold ’emKnow when to walk awayAnd know when to runYou never count your moneyWhen you’re sittin’ at the tableThere’ll be time enough for countin’When the dealin’s done The Gambler, popularized by Kenny Rogers, 1978 The Stock Exchange is all about trading. Each week we do […]
We have a huge economic calendar, a Fed meeting, and the biggest week of earnings season. And don’t forget the geopolitical and domestic political issues. Can there really be a single theme for the week ahead? Perhaps not, but it does provide a unique opportunity. The information caters to several different investment approaches. Which will […]
It is a light economic calendar in a holiday-shortened week. Political headlines and the government shutdown will dominate financial news. Earnings reports are more important for investors, so we should focus there. I also recommend several key themes. We should all be watching closely as…. The Real-Time Economic Lesson Continues. I hope we can analyze […]
It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season. For weeks it has been a battle between economic data and stock prices, between economists […]
We are back to a normal economic calendar, with Congress in session and plenty of FedSpeak. Until the government shutdown ends, I expect that to get maximum news coverage, followed by the President’s latest legal troubles. Since these are not the most important market stories, I want to examine more closely the debate about economic […]