The economic calendar is light with a focus on home sales. Unemployment claims data remains an especially important indicator. Second quarter earnings reports will be more important than the economic data, but I do not expect much fresh information on COVID-19 and earnings outlook. The average investor gets little help from any of these reports […]
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 to a range of investment ideas. If you missed it, take a look. We have been on target so far with what to […]
The economic calendar is extensive with a focus on housing and consumer behavior. Expect market participants to look for any sign that the economic recovery is stalling in the face of the COVID-19 surge and the slower pace of reopening. Unemployment claims data remains an especially important indicator. Second quarter earnings reports, beginning with the […]
The economic calendar is modest, and many market participants will probably extend their long weekends. The ISM Non-Manufacturing Index and jobless claims data will be the most important. Credit for today’s theme goes to Satchel Paige, one of the greatest pitchers of all time. Don’t look back; something might be gaining on you. Picture Courtesy […]
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 […]