Weighing the Week Ahead: Is it Time to Worry About a Trade War?

The economic calendar is light. Most of the “financial” news flow relates to non-core stories. Of the various geo-political themes, there is one that is most significant for investors. Expect pundits to be asking: Is it time for investors to worry about a trade war? Last Week Recap In my last edition of WTWA I […]

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Weighing the Week Ahead: Should Investors Ignore the Shifting Geopolitical Winds?

The economic calendar is huge, including all of the major reports. The market week, already shortened to four days, may get off to a slow start as many grudgingly return to work. Despite the very active calendar, there is a lot of interest in the frequent geopolitical shifts (and related market volatility). Pundits are starting […]

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Weighing the Week Ahead: Which Stocks Benefit Most from Trump Policy Changes?

The economic calendar is normal, but there will be a lot of competing news – Korean talks, China negotiations, and the Trump legal team’s announcement about whether the President will meet with Special Counsel Mueller. And those are just the items we know about! Sometimes there are great themes that do not get the deserved […]

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Weighing the Week Ahead: Is Strong Earnings Growth Already Reflected in Stock Prices?

The economic calendar is normal, with an emphasis on housing. Earnings season begins in earnest, with widespread, high expectations. Especially after Friday’s selloff, many will be wondering: Do stock prices already reflect strong earnings growth? Last Week Recap In my last edition of WTWA I asked whether the Trump Trade had reached a tipping point. […]

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