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…
Author: Franklin Parker
What I Care About This Week | 2022 Feb 21
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.
What is a Bubble, Exactly?
What is a bubble and how can we identify one before it pops? Better yet, can we profit from it?
What I Care About This Week | 2022 Feb 14
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.
What I Care About This Week | 2022 Feb 07
Important data last week and this week, interest rates bump against key levels, the Russia-Ukraine standoff intensifies, and a look at earnings.
What I Care About This Week | 2022 Jan 31
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.
What I Care About This Week | 2022 Jan 24
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.
What I Care About This Week | 2022 Jan 18
Markets are showing signs of weakness, earnings may be disappointing, a look at portfolio strategy and the change in money supply.
What I Care About This Week | 2022 Jan 10
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.
What I Care About This Week | 2022 Jan 3
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.