Weighing the Week Ahead: A Congressional Vacation?

Weighing the Week Ahead: A Congressional Vacation?  Once again, the calendar includes most of the important economic news in a single week.  Competing with the data will be the ongoing discussion of important policy issues.  Most significant are the debt ceiling and tax policy.  Congress will start a five-week recess.  I expect pundits to be […]

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Post Election: Pause, Reflect, and Act Carefully

Take a deep breath. Or maybe two. The biggest trap for investors during an aggressive political campaign? Allowing the political narrative to become the foundation for your portfolio decisions. I have frequently advocated that investors should be “politically agnostic,” willing to make sound investments regardless of who is in power. This is always easier said […]

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Weighing the Week Ahead: Showdown at Jackson Hole?

This week’s calendar features yet another light week for data, a lot of politics, and slow summer trading. Something has to fill all of that air time! This week the punditry gets their favorite topic – the Fed. Chair Yellen’s speech on Friday may set the tone for post-election monetary policy. Sometimes there is also […]

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Government Reports from Big-Money Investors: Three Things You Need to Know (but don’t)

Four times a year big-time money managers are required to file form 13F with the SEC.  This always sparks news stories naming the most important investors, people like George Soros and Warren Buffett, and drawing conclusions about what they are doing.  The implication is that you might benefit from looking over their shoulders. You won’t!  […]

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Weighing the Week Ahead: The Message from Fourth Quarter Earnings

Investors have another holiday-shortened week and a light calendar of economic data. Last week included the “official” start of earnings season, but things really heat up now. I expect market participants to be watching closely for The Message from Corporate Earnings. Prior Theme Recap In last week’s WTWA I predicted that there would be a […]

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