Category Contrarian Investing

September 8, 2018 by oldprof

Weighing the Week Ahead: Inflation Watch

There is a big economic calendar competing with mid-term election campaign stories. The increase in hourly wages in the employment report offset some market enthusiasm about continuing job market strength. With inflation concerns on a hair trigger, expect special focus on this week’s PPI and CPI. The Beige Book and JOLTS report will also get […]

August 26, 2018August 26, 2018 by oldprof

Weighing the Week Ahead: Should Investors Worry about the Yield Curve?

Once again, the economic calendar is fairly light. Vacations continue for many. The upcoming Labor Day weekend will tempt many market participants to end this week early. Financial news seems more like political news these days. Much of the punditry is focused on a death watch for the bull market, with daily discuss of the […]

in Bond Market / Contrarian Investing / Fed Policy / Interest Rates / Markets / The Week Ahead / Yield 8 comments

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 […]

in Contrarian Investing / Fed Policy / Free Trade / Housing Issues / Humor / Interest Rates / Markets / Retirement / Stock Ideas / Tariffs / The Week Ahead 6 comments

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