Earnings season is here! The US won't default on her debt just yet, the September jobs report was a disappointment, my take on the recent market swoon, and the Biden administration toughens tariffs on China.
Thought Leadership
What I Care About This Week | 2021 Oct 4
The Fed tees up tapering and has two presidents resign, markets are bucking a bit, and inflation is on everyone's mind.
Market Update – 2021 Sept 28
Recent market movements have given pause to investors. Rather than an exit, we see this as a great entry point for investors with cash.
What I Care About This Week | 2021 September 20
It is Fed week! The treasury repeatedly warns congress of the debt ceiling, investors struggle for direction as the Fed exits, and a quick look at a chart of the S&P 500.
What I Care About This Week | 2021 September 13
Inflation, inflation, inflation. Democrats propose modest tax hikes, and apparently everyone on Wall Street sees an imminent correction (except me). Finally, we look at the Fed's rate cycles relative to recessions.
What I Care About This Week | 2021 Aug 30
The Fed declines to schedule their taper, lots of data this week, why returns have been driven by a meaningless metric, and incomes lag inflation.
What I Care About This Week | 2021 Aug 23
Jackson Hole is this week, FOMC minutes pushed markets to reprice the timing of the Fed's taper, and we review our recession dashboard.
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.