Thought Leadership

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 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 May 31

This week is all about the health of household balance sheets, last week gave a technical boost for stocks, a reminder why a cohesive strategy is important, and a look at global stock valuations.