The Sound of Silence

The insightful investor develops solid indicators and then follows the data. This may seem obvious, but instead…. Many pundits start with the conclusion and then search for evidence.   [For complete appreciation of today’s post, follow the links for the relevant music.] There are a number of interesting current examples. In various prior posts I […]

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Three Great Interviews

In the flood of news, it is easy to miss the very best stories.  In my regular Weighing the Week Ahead series I include plenty of links to great sources.  Sometimes there are other items that deserve special attention.  This weekend I recommend that you settle back with some popcorn and enjoy these three videos. […]

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Weighing the Week Ahead: Are Consumers Ready to Buy? What about Housing?

The economic recovery, to the surprise of nearly everyone, has been consumer-driven. This has occurred despite increased savings and an overall improvement in household balance sheets. Businesses have been cautious to invest and to hire. State and local governments have been slashing spending and employees. I expect a week with a consumer focus. It starts […]

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March Employment Report Preview

Once again the monthly payroll report has a special significance. I am cautious for several reasons: The market rally is generally perceived as extended – many are looking for a reason to sell; The recent economic data has shown signs of weakness, possibly affecting consumption and business formation; There is a ceiling on strength, due […]

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