Investment manager, blogger on economy and finance, former Wisconsin college prof, quant guy, leading bridge player, sports fan, husband and dad.
Naperville, IL
Joined April 2008
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New post: Weighing the Week Ahead: Building a Transition Portfolio dashofinsight.com/weighing-t…
From the mouth of Mr. Market tinyurl.com/46xpgogb with thanks to @JillMislinski @VicNiederhoffer @FactSet @TrinityAssetMan @calculatedrisk @HORANCapitalAdv @SoberLook & especially @EddyElfenbein for this week's "Golden Nugget."
New post: Weighing the Week Ahead: A Letter from Mr. Market! dashofinsight.com/weighing-t…
New post: Weighing the Week Ahead: Does the Reddit Rebellion Threaten Investor Portfolios? dashofinsight.com/weighing-t…
Tips for investors Re: Biden proposals tinyurl.com/y2msmxga With help from @JillMislinski @SoberLook @FactSet @TrinityAssetMan and a special lesson on implementing plans from @aaronrodgers12
New post: Weighing the Week Ahead: What Will Biden Proposals Mean for Investors? dashofinsight.com/weighing-t…
Stock Prices and Earnings tinyurl.com/yyuahv38 w/ @JillMislinski @VisualCap @SoberLook @FactSet @TrinityAssetMan @NoSpinForecast @propublica @jlounsbury59 @FASTGraphs @TimothyTTaylor & special comment from Chance the Gardener.
New post: Weighing the Week Ahead: Can Earnings Growth Justify Current Stock Prices? dashofinsight.com/weighing-t…
I frequently scoff at the post-hoc explanations of market moves. These facile statements always find something to highlight--soon accepted as "official."
Imagine pundits in a room without market foreknowledge. Show them tonight's news. Would they predict higher stock futures?
Jeff Miller retweeted
Some health policies Democrats might enact with the Senate majority even in a narrowly divided Congress:
Making the suit against the ACA moot
ACA premium help
Aid to states and incentives to expand Medicaid
Government drug price negotiation
No cost-sharing for COVID treatment
New post: Weighing the Week Ahead: What Can Investors Expect before Springtime? dashofinsight.com/weighing-t…
New post: Weighing the Week Ahead: What Can Investors do about Gridlock? dashofinsight.com/weighing-t…
New BLS data drawn from multi-month survey of business response to the pandemic. bls.gov/brs/2020-results.htm I have combined parts of two tables to emphasize the overall effect. It is consistent with my repeated concern about BLS payroll numbers.
Jeff Miller retweeted
Excellent @TimDuy laying out how the Fed is thinking about the economy, and its policy approach, right now blogs.uoregon.edu/timduyfedw…
New post: Weighing the Week Ahead: What is the State of the Recovery? dashofinsight.com/weighing-t…
Markets and Swiss Cheese? tinyurl.com/yxafc667 w sources @StatistaCharts @JillMislinski @yardeni @SoberLook @FactSet @TrinityAssetMan @EddyElfenbein @calculatedrisk @HORANCapitalAdv @NAChristakis @ToddEHurlbut1 & esp @mbrookstaylor @mbrushstocks
New post: Weighing the Week Ahead: Learning from Swiss Cheese dashofinsight.com/weighing-t…