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.
Category: Uncategorized
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.
What I Care About This Week | 2021 March 22
by Franklin J. Parker, CFA The Summary The FOMC meeting last week reaffirmed the commitment of the Federal Reserve to keep short-term interest rates low and asset purchases going, which is exactly what was expected. In addition, Powell advised markets…
What I Care About This Week | 2021 Mar 15
How did markets behave the last time taxes were raised?
What I Care About This Week | 2021 March 8
The Summary The roller-coaster ride continued last week as investors digested higher rates, a commitment from the Fed to keep easy money flowing, and no commitment from the Fed to arrest the rise in rates. It is widely believed that…
What I Care About This Week | 2021 Mar 1
Inflation worries have pushed markets around, and this week sees important data on economic fundamentals. I'm most interested in the failure of diversification and how to protect portfolios.
What I Care About This Week | 2021 Feb 22
Everyone is worried about inflation all of a sudden. Though a risk, here is why I don't see inflation running away just yet.