Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Weekly Update
In 2013 we added Home Depot (HD) to our portfolios as builders were re-engaging their development projects following the 2008 Great Recession. Homeowners were also increasing their spending on their homes either preparin
Weekly Update
When a tsunami worldwide event like the recent coronavirus plague is followed by panic governments shutting down their society, you can expect years and sometimes decades before its impact is mostly neutralized. I say mo
Weekly Update
Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment. The monthly report and its index are based on the responses from US households by phone
Weekly Update
Since most people reading this Brief are employed or are employers themselves, watching the Monster.com reports is probably not a top priority. However, the labor market is a key focus for the Federal Reserve as it influ
Weekly Update
Several years ago, Simon Maierhofer, editor and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new
Weekly Update
Understandably, American sentiment plummeted during the coronavirus worldwide infestation. Consumer sentiment improved in 2021 as more information about the virus became available, along with the slow and inconsistent re
Weekly Update
It’s officially the part of the new year where you are no longer allowed to tell people “Happy New Year!” but we’ve barely eclipsed the first half of January. The paint is still drying on 2023 but that’s old news. In the
Weekly Update
As we reported, for most of last year, we had anticipated the US stock market to recover from its selloff that began on July 28. The media speculated that the selloff was ending a short-lived rally and entering a bear ma
2023
Weekly Update
Yesterday was Christmas, and it seems like it was yesterday already. We are fortunate to have seven of our ten grandkids living close to us. As a result, we had a full house with all-day activities with kids and adults t
Weekly Update
CNBC reported today that consumers are spending more this year than in recorded history. Based on a survey conducted by CNBC, Consumers have increased their holiday spending by 31% over 2022 based on their survey. The av
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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