A light data week, I have a pet theory in Real Estate, and are RomComs due for a comeback?
What I Care About This Week | 2023 Feb 20
Earnings season is about done, and it wasn't great. Investors are reassessing the path of the Fed, markets feel a bit "toppy", investing ethically, and a look at the Misery Index.
What I Care About This Week | 2023 Feb 13
Earnings season continues its disappointments, inflation and other important data posts this week, why the Fed dominates conversations, and a look at earnings by sector.
What I Care About This Week | 2023 Feb 6
Lots of data last week, earnings are not good, let's talk about gold, and a look at the frequency of 25% drawdowns.
What I Care About This Week | 2023 Jan 30
What a week this will be! Lots of data, the Fed, and earnings. I'm cautious about markets, let's talk about retirement, and earnings by sector.
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.