This week I cover consumer sentiment, Intuit selloff, who replaced Enron in the S&P 500, and the Checklist Approach
Read Article: Consumer Sentiment Rises and Intuit Falls on AI FearsWalsh Market Observer
A disciplined weekly review of the forces shaping risk and return.
Gold reverts, but what is the dollar looking like? I cover this and more.
Read Article: The Strength of The Dollar, Visa, Capital Allocation, and the Cost of DIY
What durable goods, the fed funds rate, and gold tell us.
Read Article: Gold Rips, Rates Hold — Walsh Market Observer
GDP is up 4.4% QoQ, an amazing jump. Learn about what's driving growth, my favorite business metric, and Shiller CAPE ratio downfalls.
Read Article: GDP Is Growing, Are We In A Bull Market? — Walsh Market Observer
Markets are up slightly this week with Gold leading the way. Core inflation is still trending down.
Read Article: Gold Rising while Core Inflation Dips — Walsh Market Observer