Weighing the Week Ahead: What Can Investors Expect before Springtime?

We can enjoy two light weeks for economic reports. Both are holiday-shortened, implying lower volume but not necessarily lower volatility. Personal income and spending will be especially interesting, along with updated unemployment claims data. It is also an especially important time to monitor sentiment. The biggest reports are schedule for the first week of 2021. […]

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Weighing the Week Ahead: What Will the Government Shutdown Cost?

The most important issue facing the US markets and economy is the pending government shutdown. If this expands into a debt default, the implications reach worldwide. As I accurately forecast last week: "Despite a busy economic calendar this week will focus on Washington and the inability to compromise on important decisions. There are two key […]

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Investors: How to Profit by Understanding the Fed

Why have so many TV “experts” been so wrong about the market? Many blame government. This demonstrates that they fail to include the government factor in their forecasts. The recessionistas asserted that economic decline was inevitable. Investors were assaulted with negative stories. This included multiple TV appearances by the ECRI and weekly columns from Hussman […]

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Weighing the Week Ahead: Hope for a Budget Compromise?

Sometimes the week ahead, despite our relentless focus on markets, brings policy issues to the fore. Such was the case during the fiscal cliff countdown, and it is happening again. Here at "A Dash" I have strongly advised that investors remain agnostic about politics. It is more profitable to accept the reality of current policy. […]

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