We have a big economic calendar, with featuring reports on sentiment, personal income and spending, and an especially interesting first estimate of Q3 GDP. The election campaign continues at high intensity and the COVID news grabs daily headlines. It is a huge week for corporate earnings, an important independent read on the economy. None of […]
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 the deeply bifurcated market – FAANG and everything else. The Great Reset research has moved on. Here are the […]
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 […]
We face an important economic calendar and earnings reports from 192 companies in the S&P 500. We will get important data on sentiment, personal income and spending, housing, employment claims, inflation, manufacturing. The first estimate of Q2 GDP is expected to be bad, very bad. And by the way, the FOMC meets and announces a […]
Continuing with the Eight Traits of the Insightful Investor – The Insightful Investor looks beyond the headline. There is no substitute for reading carefully and critically. Today's news provides a fine example. There is an interesting research note from Bank of America Merrill Lynch. (Am I the only writer frustrated by needing to use this […]