The most important feature of the Nonfarm Payroll report continues to go unnoticed. We should be watching the response rate in the second revision of the data. That is where failed and shuttered business show up. This is important because the BLS methodology (and they are doing as well as possible with the tools at […]
I have separated my long-running Investor section from Weighing the Week Ahead. My hope is to highlight ideas for the long-term investor. In my last investment post I applied the key concepts of the matrix to the deeply bifurcated market – FAANG and everything else. The Great Reset research has moved on. Here are the […]
We have a big week for economic data with the emphasis on employment. With reports on jobless claims, ADP employment, and the official employment situation report all hitting right before Labor Day, we can be sure it will be a big topic. Throw in the election campaigning and we can expect jobs to be the […]
We have a light economic calendar with a sharp focus on housing data. Earnings season has ended, and Congress is out of town. There is plenty of space for journalists to fill in a quiet, mid-summer week. Perhaps the housing data will fill some of that space. We may be overdue for a closer look, […]
I have separated my long-running Investor section from Weighing the Week Ahead. My hope is to highlight ideas for the long-term investor. In my last investment post I applied the key concepts of the matrix to a range of investment ideas. We have been on target so far with what to avoid, and I expect […]