The economic calendar is a modest one featuring home sales and Michigan sentiment. With the Q3 earnings reporting season in full swing, that news rates to be more important than the economic reports. Despite the likely drumbeat of political news, investors should be asking:
Does earnings season represent a special opportunity?
Last Week Recap
In my last installment of WTWA, I focused on the US/China trade announcement. I identified it as a defining moment for financial markets, but one that would not be immediately recognized. I was correct about the second part! The skeptics