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 last week’s post I introduced the key concepts and showed some of our survey results. For now, and for as long as the pandemic weighs on the market, that is the necessary […]
The economic calendar is a big one, compressed into a holiday-shortened week. Market participants will be checking out shortly after the Thursday morning jobs report for an extended weekend – somewhere! Employment data is the focus, but ISM manufacturing, consumer confidence, industrial production, factory orders, pending home sales, and auto sales are also all on […]
I have separated the Investor section from Weighing the Week Ahead. Last weekend I described my intention to highlight investment ideas for long-term investors. I can do it better in a separate post, as I hope you will soon see. I am going to include more of my own commentary on each idea. I will […]
The economic calendar is normal including reports on home sales, consumer confidence, personal income and spending and jobless claims. The final revision of Q1 GDP will be of less interest. While there is growing interest in economic data, most investors and analysts know that the threat from COVID-19 has not ended. Bloomberg Businessweek’s cover story […]
Good evening. We are aware of the issue of the server sending out multiple emails at once or none at all (feast or famine!). For this, I apologize. We are in the process of trying to resolve the issue once and for all but there is a chance that there may still be a few […]