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 | 2023 Jan 16
Earnings season has begun, inflation is abating but a recession is likely, why the debt ceiling matters, and why the Fed matters.
What I Care About This Week | 2023 Jan 9
The services sector sees a contraction, markets expect a less aggressive Fed, why you should care about a recession in your portfolio, and a quick earnings preview.
What I Care About This Week | 2023 Jan 3
Happy New Year! This week we get data on employment, it seems that everyone sees a recession this year (including me), and a look at the index of leading economic indicators.
What I Care About This Week | 2022 Dec 12
It is Fed week! A recession is looking more likely for next year, tax-loss harvesting is important this time of year, and a look at industrial production.
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.