We have a big economic calendar, with featuring reports on sentiment, personal income and spending, and an especially interesting first estimate of Q3 GDP. The election campaign continues at high intensity and the COVID news grabs daily headlines. It is a huge week for corporate earnings, an important independent read on the economy.
None of these stories will dominate, allowing investors to choose their own focus. In my continuing effort to call attention to the truly important stories, I suggest that investors should be asking two questions on a wide range of topics?
What should happen?
What will happen?
For those who see the difference, and provide honest answers, there will be a great payoff.
In my last installment of WTWA, I suggested that important earnings news might cut throughRead More »