Thought Leadership

What I Care About This Week | 2021 August 16

Earnings season has been a huge success, inflation is still running hot but is well off of its highs, this week we get consumer spending data, a look at growth themes, and whether investors should worry about corporate tax increases.

What I Care About This Week | 2021 August 9

This week's data is all about inflation, last week's employment figures were quite strong, the debt ceiling is again in the news, and the costs of printing money (it may be more than just inflation).

What I Care About This Week | 2021 Aug 2

Manufacturing data posts this week, the Fed is still talking about talking about tapering, corporate earnings are strong, and I lay out how I see markets over the next six months.

What I Care About This Week | 2021 July 26

It is Fed Week! Earnings continue to come in, and quite a lot of data posts this week. I look at SPACs and how they fit in a portfolio, and our chart is a look at earnings surprises.

What I Care About This Week | 2021 June 28

We get beginning-of-the-month data this week, markets liked the $1.2 trillion bipartisan deal, I mull the shift in deficit spending dynamics, and how this down-up cycle compares with others.