There is a big economic calendar featuring the most important monthly reports – employment, ISM manufacturing, ISM services, and auto sales. In normal times we would be analyzing the data and the implications for corporate earnings and interest rates. There will be some of that, of course, but the “real” market news seems to be […]
The single most important question for investors is right-sizing risk. In Part One of this series I emphasized that risk was an individual matter. You cannot depend upon wise investors, no matter how good they are, to tell you what your asset allocation should be. It is fine for Warren Buffett to go “all in” […]
With little fresh news during the holidays and many pros on vacation, I expect a time of reflection and prediction. Publications hungry for content and TV producers needing to fill slots will highlight forecasts of any and all flavors. This happens every year, but the mid-week holidays are pushing it a little earlier than usual, […]
The calendar is dealing us a light week for economic news and data. This usually opens the field for Pundits on Parade! With markets at fresh highs and the calendar winding down, I expect this question: Is it too late to join the stock market rally? Prior Theme Recap In my last WTWA I predicted […]
Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The “message” of the market has rarely been this confused. With plenty of important news and data this week, the theme will be: Can we find […]