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 […]
The economic calendar is normal, featuring housing data and retail sales. Everyone is also watching jobless claims for confirmation that employment is rebounding from the extremely depressed levels. With so many economic and market crosscurrents, it is a good time for investors to align their expectations with the time frame of their plan. Will the […]
The economic calendar is a big one, featuring several employment reports, including the official version from the BLS. The ISM manufacturing and non-manufacturing surveys provide an early look at economic changes. Despite the significance of the data, most are regarding it as old news. There is widespread willingness to look beyond the chasm of this […]