First up week in a while, Fed Speak; the end of Q4 earnings
A mix of ETFs and Stocks with exposure to China
A mixed picture to be sure
A strategy note for March 2023
and that picture is surprisingly clear
Declining expectations weigh down on the overall index
3rd straight down week; Warren Buffett's letter; Earnings recap; Calendars
Inflation wasn't the only thing discussed
A look at the major cruise lines and whether any of them are a buy here.
Risk Off? ; Retail Sales, Housing Market Index, PPI; Earnings - Deere, Dash, Palantir, January CPI
A few thoughts on Europe backed by the Macro Data and Earnings
A look under the hood
