Weighing the Week Ahead: What do the Mid-Term Elections Mean for Financial Markets?

We have a huge economic calendar. While employment data will get most of the attention, there are also important reports on ISM manufacturing, personal income, PCE prices, consumer confidence and auto sales. Earnings season continues with another big week of reports. In normal times these topics would provide plenty to think about. Nowadays, none of […]

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Weighing the Week Ahead: Is it Time to Worry About a Trade War?

The economic calendar is light. Most of the “financial” news flow relates to non-core stories. Of the various geo-political themes, there is one that is most significant for investors. Expect pundits to be asking: Is it time for investors to worry about a trade war? Last Week Recap In my last edition of WTWA I […]

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Investment Lessons from 2010 Lists: Prosaic, Profound, Predictable, Pornographic, and Provocative

Here at "A Dash" I recommend that you join me in reading widely and critically.  Most people do not have the time for this, so let me offer a few suggestions for a 2010 review. I want to have a little fun with this, but there are some good investment insights.  These are the "Ten […]

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