It is Fed week, a government shutdown looms, a look at private investments, and the yield curve recession signal.
Author: Franklin Parker
What I Care About This Week | 2023 Sep 11
A government shutdown is on the radar, economic data is mixed, an assessment of risks in this market, and a look at historic bubbles.
What I Care About This Week | 2023 Sep 5
Jobs and inflation indicate a slowdown, Euro-area GDP will be watched, some thoughts on crypto, and is another sovereign debt crisis looming in Europe?
What I Care About This Week | 2023 Aug 28
The AI rally stalls, the Fed offered little new, China's economy is sputtering, knowledge vs risk in markets, and US debt in context.
What I Care About This Week | 2023 Aug 21
Investor mood shifted last week, the Fed meets at Jackson Hole, NVDA earnings will test the AI hype, what investors miss when diversifying, and a look at job gains by industry.
What I Care About This Week | 2023 Aug 14
Earnings season is mostly done, some data posts this week, a (skeptical) look at "off-label" uses of life insurance, and the economic power of Taylor Swift (yes, Taylor Swift).
What I Care About This Week | 2023 Aug 7
Earnings are still in decline, employment is the one bright spot in the economy, a look at why we care about portfolio losses, and labor demographics over the coming decades.
What I Care About This Week | 2023 July 31
A busy week for data and earnings, the BOJ is changing an important rate, maybe you should buy a lottery ticket, and a look at bankruptcies.
What I Care About This Week | 2023 July 24
It is Fed week and the core of earnings season is here, should you invest in that thing, and a look at rate expectations.
What I Care About This Week | 2023 July 17
Earnings season has begun, how much should you get when selling your business?, and a look at inflation figures.