FOMC minutes were more hawkish than expected. Durable goods, personal incomes, and consumer sentiment print this week, earnings growth is encouraging, and there is more than one type of inflation.
Author: Franklin Parker
What I Care About This Week | 2021 May 17
This week is light on data, inflation and job creation for April were surprises, and I put some figures to just how much an effect we can expect from changing interest rates and the Fed's change in policy.
Wealth Management in the Algocen Era: A Speculative Future
What does investing look like in 2038?
What I Care About This Week | 2021 May 10
This week is a busy one for economic data, last week's jaw-dropper was employment figures, earnings season is coming to a close, and what is with commodities?
What I Care About This Week | 2021 May 3
PMI figures post this week, the Fed is business as usual, earnings season is great, and where is inflation?
What I Care About This Week | 2021 Apr 26
Earnings season is in full swing, the Bank of Canada is the first to slow down QE, and I assess the investment impact of Biden's proposal to increase the capital gains rate.
What I Care About This Week | 2021 April 19
It is earnings season, economic data is great, and my take on cryptocurrencies. Here is What I Care About This Week.
What I Care About This Week | 2021 Apr 12
Inflation and retail sales figures post this week, Biden's infrastructure plan has some hurdles, and some thoughts on China's economic ascendance.
What I Care About This Week | 2021 Apr 5
Confidence in the recovery rises, the Fed and Washington are still the most important factor to watch, what goals-based investing is, and how should we think about inflation. Here is what I care about this week.
What I Care About This Week | 2021 Mar 29
The largest margin call in history, the Fed keeps singing the same tune, and what do we do with peak population? Here is What I Care About This Week.