Government Reports from Big-Money Investors: Three Things You Need to Know (but don’t)

Four times a year big-time money managers are required to file form 13F with the SEC.  This always sparks news stories naming the most important investors, people like George Soros and Warren Buffett, and drawing conclusions about what they are doing.  The implication is that you might benefit from looking over their shoulders. You won’t!  […]

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Weighing the Week Ahead: Springtime for Housing?

This week’s economic calendar includes some key data on the housing market and few other major reports. The debate about the strength of the U.S. economy continues. The housing market is an important contributor to the economy. As we enter the key season for real estate many will be asking: Is it Springtime for housing? […]

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Is the Market Cheap? Three things you need to know about valuation, but don’t

There is a general consensus that valuation indicators are not very useful for market timing. Despite this, the financial media and the blogosphere feature an avalanche of articles warning that the market is seriously overvalued. Your retirement account might drop 50% at any moment. There are countless worries in the world. Many investors have been […]

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Weighing the Week Ahead: Why the Surprising Strength in Employment?

The economic calendar had most of the big news last week. Earnings season is winding down. It is a time to digest and analyze what we have learned. Many will be asking: Why is employment growth still strong while other indicators show weakness? Prior Theme Recap In my last WTWA (two weeks ago), I predicted […]

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The Employment Report: Three Things You Should Know but Don’t

Reporting economic news is a major subject for the media. It starts with the facts, but after lingering briefly, attention turns to speculation about what this means for the boxed-in, painted-in, rock and hard place, corner-bound Fed. Take your pick of the metaphors, including plenty of mixed versions. You’ll hear them all. Probably tomorrow! The […]

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