Weighing the Week Ahead: Focus on Housing

Forecasting market moves is always a challenge, but the recent months have been especially difficult.  I see three reasons: Fundamental data have not provided a clear direction.  This is typical in times of modest growth.  Economic data provide an inconsistent pattern, although most observers impose their own interpretation on the results. Technical data do not […]

Read More

Weighing the Week Ahead: Jobs

The upcoming market week will feature a focus on the continuing employment issues.  With the monthly payroll employment situation report on Friday, just before the Labor Day weekend, it is a natural theme.  Expect both politicians and the media to highlight the problems of the sluggish rebound in employment and what might be done to […]

Read More

Weighing the Week Ahead: The Confusing Effect of Politics

Each week I ask myself about the biggest challenge for the average investor.  This week it involves the political debate. Free speech is a founding principle of the US version of democratic government.  That includes wide-ranging and open debate where facts are exaggerated, opposing positions distorted, and evidence chosen for emotional impact. Let’s take a […]

Read More