Author: Franklin Parker

by Franklin J. Parker, CFA | for ongoing updates, follow me on Twitter. The Summary The dominant news of the week is Russia's invasion of Ukraine. In response, Europe and the United States have taken a series of steps, one…

Read More What I Care About This Week | 2022 Feb 28

All eyes are on the Russia-Ukraine standoff, but this week brings important data. Earnings season comes to a close, and a look at zombie companies.

Russia-Ukraine tensions escalate, inflation posts at the highest level in 40 years, earnings season is still very good, and two ways our supply chain woes are about to get worse.

Important data last week and this week, interest rates bump against key levels, the Russia-Ukraine standoff intensifies, and a look at earnings.

The Fed's mixed message, inflation cools(?), this week gives some important data, a closer look at the investment implications of a Russia-Ukraine war, and my base-case for the S&P 500 in the coming months.

It appears the correction is finally here, all eyes are on Powell's press conference this week, rhetoric over Ukraine heats up considerably, a look at diversification, and the relative performance of growth and value.

Markets are showing signs of weakness, earnings may be disappointing, a look at portfolio strategy and the change in money supply.

Treasury yields march higher, employment is better and better, inflation is scary, the Fed is backing away, and a quick discussion of what 2022 is likely to bring.

This week sees a lot of data, rhetoric around Ukraine heats up, an update on portfolio positioning, a look at goals-based investing, and PMI data.