Weighing the Week Ahead: Don’t Get Framed!

The market remains in a narrow trading range, near the record highs. There have been some relatively minor leadership changes. This reflects not investor complacency, but intense disagreement about how to interpret data and events. Each viewpoint has a history, a philosophy, and problem something to sell! The power to set the agenda and to […]

Read More

Weighing the Week Ahead: A Delicate (and Temporary) Balance

Despite plenty of news, there was little market reaction. In a summer week including many vacations, we have a modest economic calendar but plenty of earnings news. I expect the punditry to be asking: What will disrupt the balance of news? Opinions about the balance are quite diverse, as a recap of last week shows. […]

Read More

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 […]

Read More

The Quest for Yield (Part 3): Finding Dividends

Every investor should be interested in dividends.  This article describes how a dividend strategy fits into a total return portfolio with an emphasis on retirement needs.  It is the third installment of my "Yield Quest" series. My approach is a bit different from most authors emphasizing income investments.  I believe that fear has created an […]

Read More