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 to a range of investment ideas. If you missed it, take a look. We have been on target so far with what to […]
I have separated the Investor section from Weighing the Week Ahead. Last weekend I described my intention to highlight investment ideas for long-term investors. I can do it better in a separate post, as I hope you will soon see. I am going to include more of my own commentary on each idea. I will […]
The economic calendar is one of the lightest, and a long holiday weekend impends. How will this news vacuum be filled? Probably with celebrity news, following the latest tweets, analyzing any new Democrats running for President, and interviews with B-level guests. Rather than guessing which of these will dominate – an exercise in futility – […]
The economic calendar has plenty of important data. Fed speakers will be on the circuit. There is plenty of political and geopolitical news. On all of these fronts we see a stalemate. (Learn more about stalemate tricks from Grandmaster and PhD mathematician Karsten Müller) The financial punditry will ask: What does political stalemate mean for […]
With a light economic calendar including a lot of old data and an FOMC meeting, the choice of focus for pundits is obvious. Investors might well wonder what new information about the Fed might be available, but that won’t stop the speculation. Pundits will be asking: Will the Fed hint at a new course? Last […]