A recurring theme on this site is that, given increasing correlations and volatility, value investors must include a layer of analysis that incorporates macroeconomic risk. Considering the broader economy is often more difficult than analyzing a single company, both as a result of the number of variables at play and the number of data sources. Wouldn’t it be nice if some of the key points were located in one place for easy tracking?
Now they are. Let me introduce my newest investment tool, the Economic Indicators Dashboard. I’ve created a Google Docs spreadsheet that grabs various economic data from Bloomberg and brings them into one location.
What data would you like to see included? How could this tool be improved? This is a work in progress, so let me know!