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 | 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?
What I Care About This Week | 2022 Sep 6
Economic data continues to be meh, the tug-of-war continues, a very brief look at ESG investing, and delinquency rates on commercial loans.
What I Care About This Week | 2022 Aug 29
The Fed's retreat reminded markets of rate hikes, important data posts this week, a look at the corporate response to inflation, and my favorite recession indicator.
What I Care About This Week | 2022 Aug 15
Last week's data gave markets a boost (maybe too much?), US consumer data is on tap this week, a look at risk, and one recession indicator is flashing yellow.
What I Care About This Week | 2022 Aug 8
Last week's data added to the conflicting economic signals, earnings season is mostly behind us (it looks better than expected), and a look at the role of the big economic forces on prices.
What I Care About This Week | 2022 Aug 1
Earnings season offers investors important insights, the Fed's decision, is this a recession?, a mystery in the US economy, and the Fed's recessionary foresight.
What I Care About This Week | 2022 July 18
It is earnings season! Last week's data was a mixed bag (some good & some bad), a look at innovation in economic models, and the growing gap between profit growth in the Eurozone and the US.
What I Care About This Week | 2022 July 11
LOTS of important data this week, including earnings and inflation. The dockworker's union continues to negotiate their contract, inflation is dividing analysts, and a look at personal incomes relative to inflation in the past decade.
What I Care About This Week | 2022 July 5
Jobs data posts this week, last week's data was uncomfortable, regulators crack down on "greenwashing," and capacity utilization is quite strong.