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Notes on the Week Ahead

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Man

Episodes

Total: 304

As one year ends and another starts, I often think about a personal balance sheet for the year gone

The Investment Climate

2023/12/12

As winter weather envelops the homes of New England, our thoughts naturally turn to warmer days and

One of the least pleasant aspects of winter is driving on icy roads as the snow piles up in front of

Last Wednesday, the University of Michigan released its final reading on consumer sentiment for Nove

If you do a quick google search on the phrase “tensions rising”, you get 230,000 hits. If you search

One almost unnoticed innovation in our modern world is the tracking app. Whether you’re booking a ca

On August 16th, 1858, the first telegraph message was transmitted across the Atlantic on a cable new

The Addicted Consumer

2023/10/23

“We just came for one thing, too”. Sari and I were meandering toward the checkout in a crowded Costc

Investors in the week ahead will likely be most focused on the aftermath of the terrible attacks in

In an idealized world of medical practice, you would go to the doctor, describe a few symptoms, unde

To tell the truth, I haven’t done much hiking up mountains recently.  I did scale a few minor peaks,

Worrying about Oil

2023/9/11

My father worried out loud, broadcasting his concern about a wide range of issues, ranging from the

Finally, traditional indicators also may be missing the mark in predicting persistent inflation.  In

Letter from Wyoming

2023/8/21

For almost 60 years, the British journalist and New York resident, Alistair Cooke, recorded a weekly

The only real drawback to my job is the number of flights I have to take - but this is a serious dra

Bull Market Investing

2023/8/9

To be good long term investor, you need courage and you need brains.  However, you need them in diff

The Soft Landing Scenario

2023/7/31

As the calendar flips to August this week, consumers, workers, investors and the Federal Reserve all

The pandemic was my excuse to abandon piano lessons.  It wasn’t that I wouldn’t practice or didn’t e

Over the centuries, an abiding tension among many major religions has been the pendulum of severity.

When I first arrived in this country, 40 years ago this summer, my strongest impression was that Ame