We have a light, holiday-shortened week ahead. There are several reports on housing, but everyone will be focused on the Inauguration and hopes for a peaceful transition of power. Anyone with skin in the game will be asking: What does a Biden Administration mean for my investments? Last Week Summary In my last installment of […]
We have a huge economic calendar, including all of the major reports. Of special interest is employment, with the official BLS data on Friday and the ADP private payrolls on Wednesday. ISM manufacturing will lead off the week with ISM services soon following. Oh. There is also an election and a raft of earnings reports. […]
We have a modest economic calendar including the ISM non-manufacturing index, JOLTS, jobless claims data, and the NFIB index. The Fed minutes from September’s meeting will be released. The Vice-Presidential debate is set for Wednesday. None of this will lead the daily news headlines as everyone monitors President Trump’s condition. This is important for many […]
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 of the matrix to a range of investment ideas. We have been on target so far with what to avoid, and I expect […]