A big week in data plus the Fed meets this week. Earnings season is in full swing, another bank failure, and the behavior of stocks leading into recessions.
Thought Leadership
What I Care About This Week | 2023 Apr 17
Earnings season has begun, the economic data continues to deteriorate, we still have no debt ceiling deal, and a look at what's expected from earnings this quarter.
What I Care About This Week | 2023 Apr 3
Markets have run higher prompting some head-scratching, this week gives some important data, I am surprised how often I advise people to spend money, and a look at the health of banks internationally.
What I Care About This Week | 2023 Mar 27
Recession watch has begun, how much you need to retire, and a look at some bubbles since 1980.
What I Care About This Week | 2023 Mar 20
Banks are struggling, the Fed makes an interest rate decision this week, a recession might be coming so what's the plan, and a look at small business CAPEX.
What I Care About This Week | 2023 Mar 13
An old-fashioned run on the bank caused the second-largest US bank failure in history, the shift in rate expectations, and how a bank run happens (and how to stop it).
What I Care About This Week | 2023 Mar 6
We get data on jobs this week, the economy remains difficult to get a read on, I'm still in a cautious wait-and-see mode, is the stock market a gamble, and a look at how standards of living have declined in recent months.
What I Care About This Week | 2023 Feb 27
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.