What is a bubble and how can we identify one before it pops? Better yet, can we profit from it?
Thought Leadership
What I Care About This Week | 2020 Nov 28
I am now on a recession watch, and this week's data will be important information on that front. Supply chains are again under threat, some thoughts on recessionary investing, and a look at manufacturing.
What I Care About This Week | 2022 Nov 21
I see a recession developing on the horizon, OPEC may increase production (easing inflation pressures), and this is a light week in data.
What I Care About This Week | 2022 Nov 14
Investors have hope the Fed will slow down, earnings are mostly done but TGT and WMT are important this week, a look at the crypto melt down, and the fastest net worth change in history.
What I Care About This Week | 2022 Nov 7
Last week was all about the Fed, analysts expect a contraction in earnings, what causes inflation?, and household savings rates.
What I Care About This Week | 2022 Oct 31
It is Fed week! We also see important economic data, I dive into a pet peeve of mine, and a breakdown of last week's GDP data.
What I Care About This Week | 2022 Oct 24
Earnings growth and the economic data look just okay, the Fed meets next week, a look at the damage inflation does to goals-based investors, and earnings outlooks are still expansionary.
What I Care About This Week | 2022 Oct 10
Earnings season begins and we get inflation data this week, some thoughts about the risks of the Russia-Ukraine war, and the dollar's strength might create a headwind for US corporate earnings.
What I Care About This Week | 2022 Oct 3
The economy keeps on trucking, despite the Fed's best efforts to slow it down, jobs data posts this week, the real constraints facing central banks, and a look at earnings yield relative to bonds.
What I Care About This Week | 2022 Sep 19
It is Fed week! Inflation is bad, we should redefine risk, and a look at Europe's natural gas storage headed into winter.
What I Care About This Week | 2022 Sep 12
This week is an important data week, the Fed meeting is coming up, and why does the Fed matter so much anyway?