Weighing the Week Ahead: More Clarity from the Market Message?

Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The “message” of the market has rarely been this confused. With plenty of important news and data this week, the theme will be: Can we find […]

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Weighing the Week Ahead: Will a Sluggish Housing Sector Derail the Economy?

In a holiday-shortened week, there is plenty of data. The Case-Shiller home-price index will set the tone on Tuesday morning. After last week’s soft housing reports, many will be asking, Will housing weakness undermine economic growth? Prior Theme Recap Last week I expected a focus on bonds versus stocks. It was a light week for […]

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The Sound of Silence

The insightful investor develops solid indicators and then follows the data. This may seem obvious, but instead…. Many pundits start with the conclusion and then search for evidence.   [For complete appreciation of today’s post, follow the links for the relevant music.] There are a number of interesting current examples. In various prior posts I […]

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