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What I Care About This Week | 2025 Dec 8
It is Fed week, with not much else on tap. Investors are wrapping up the year with tax-planning and portfolio window-dressing.
What I Care About This Week | 2025 Dec 1
The data is still very ambiguous with corporate earnings coming in strong while the underlying economic data deteriorates. The Fed has a hard decision to make, and a closer look at US stock valuations.
What I Care About This Week | 2025 Nov 10
Earnings have been good, but investors are otherwise flying blind with the government shutdown offering no data; there are hints that the employment picture is deteriorating; and a closer look at the valuations of the “Mag 7” companies.