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 […]
This week’s calendar includes a little data, a lot of politics, slow summer trading, and the last of the earnings reports. I expect financial media to focus on an earnings season post-mortem by asking: Has the Earnings Recession Reached a Turning Point? Last Week The important economic news was excellent, and the market reaction was […]
This week’s calendar includes a light schedule for data with an emphasis on housing. Earnings season is in full swing with important reports every day. The early reception has been surprisingly good, creating plenty of mystified pundits. The financial media will be asking: What Can Derail the Rally in Stocks? Last Week The economic news […]
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! […]
The economic calendar had most of the big news last week. Earnings season is winding down. It is a time to digest and analyze what we have learned. Many will be asking: Why is employment growth still strong while other indicators show weakness? Prior Theme Recap In my last WTWA (two weeks ago), I predicted […]