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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Seasonality and the Tuesday Lesson

How should traders and investors take advantage of seasonal patterns? There are so many opportunities for dividing the calendar!  This year, the best has been to go long on Tuesday.  Here is the 2014 summary from the Bespoke Team:   You could have done even better if you had sold short on the other days […]

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