Housing starts in January are expected to fall 2.2% vs. the previous month, on a seasonally adjusted annualized basis, according to The Capital Spectator’s average econometric forecast. That’s a sharp reversal from December’s 12.1% gain over the previous month. The Capital Spectator’s projected decrease for tomorrow’s January report is roughly half as much as the anticipated decline based on consensus forecasts from economists.
Daily Archives: February 19, 2013
The Holy Grail For Monitoring Your Portfolio
What’s the most important source of strategic information for managing your investment portfolio? Is it the outlook for each of the markets that are targeted by your strategy? Estimates of risk? Expectations for interest rates or the business cycle? Actually, most of what you need to know comes directly from the portfolio–your portfolio. To be precise, the shifting allocation weights contain the lion’s share of critical data you need for making informed investment decisions and generating a satisfactory risk-adjusted return through time.