Category Contrarian Investing

June 30, 2018June 30, 2018 by oldprof

Weighing the Week Ahead: Is it Time to Worry About 2020?

The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion. But many find the current story — steady growth, improved earnings, and lack of oomph in stocks—a boring one. This week’s […]

June 23, 2018 by oldprof

Weighing the Week Ahead: Will Incipient Headwinds Derail the Economy?

The economic calendar is loaded. The many reports include several of the most-watched. The data may even generate enough fresh news to break the summer slumber. There is plenty of skepticism about the most recent economic data. I expect pundits to be asking: Will incipient headwinds derail the economy? Last Week Recap In my last […]

in Contrarian Investing / Current Affairs / Fed Policy / Free Trade / Individual Investors / Markets / The Week Ahead 4 comments

June 16, 2018June 16, 2018 by oldprof

Weighing the Week Ahead: What is Working, and Will It Persist?

The economic calendar is modest. Volatility is lower even with plenty of news. The summer doldrums have arrived! It provides time for introspection to fill those empty timeslots and pages. Pundits might be (and should be) asking: What is working? Will it keep working? Last Week Recap In my last edition of WTWA speculated that […]

in Contrarian Investing / Markets / Our Approach / The Week Ahead / Trading 8 comments

April 22, 2018April 22, 2018 by oldprof

Weighing the Week Ahead: The Costly Quest for Fresh Fears

The economic calendar is normal, with an emphasis on housing and sentiment data. Earnings season is in full swing and expectations remain high. We have witnessed improvement on several fronts. Since that is not very newsworthy, the punditry will be asking: Where can we find some fresh fears? Last Week Recap In my last edition […]

in Contrarian Investing 4 comments

March 31, 2018April 1, 2018 by oldprof

Weighing the Week Ahead: Have Stock Prices Veered from the Fundamentals?

The economic calendar has several of the most important reports. The managerial rosters will be back at full strength, perhaps after an extra day or two off. Investment committees will consider implications from Q1 results. Pundits will try to explain what it all means. They will ask: Have stock prices diverged from the fundamental outlook? […]

in Contrarian Investing / Free Trade 12 comments