The Week Ahead

The Week Ahead
Frank Voisin is a value investor and independent analyst whose site, Frankly Speaking, contains Frank’s investment theses as well as educational material to help investors avoid value traps. Subscribe to Frank’s feed here.

For Value Investors, macroeconomic news often takes a backseat to fundamental analysis. Mr. Market tends to overreact in the face of macroeconomic news, which may lead to value opportunities or good exits. It is important to be aware of macroeconomic developments, so in that spirit, here’s this week’s calendar:

Monday, January 3

Deprival Super-Reaction Syndrome And Value Investing

Howard Marks oaktree capital value investing value investors valuation metrics famous investors PE ratio PB ratio EV/EBITDA PEG ratioDeprival Super-Reaction Syndrome And Investing. Part four of a short series on Charlie Munger’s Human Misjudgment Revisited. Charlie Munger On Avoiding Anchoring Bias Charlie Munger On The Power Of Prices The Munger Series - Learning . . . SORRY! This content is exclusively for paying members. SIGN UP HERE If you are subscribed and having an Read More

  • Construction Spending (10:00AM ET)
  • ISM Index (10:00AM ET)

Tuesday, January 4

  • Factory Orders (10:00AM ET)
  • FOMC Minutes (2:00PM ET)
  • Auto Sales (3:00PM ET)
  • Truck Sales (3:00PM ET)

Wednesday, January 5

  • MBA Purchase Applications (7:00AM ET)
  • Challenger Job-Cut Report (7:30AM ET)
  • ADP Employment Report (8:15 AM ET)
  • ISM Manufacturing Index (10:00AM ET)
  • EIA Petroleum Status Report (10:30 AM ET)

Thursday, January 6

  • Initial Jobless Claims (8:30AM ET)
  • Continuing Jobless Claims (8:30AM ET)

Friday, January 7

  • Nonfarm Payrolls (8:30AM ET)
  • Unemployment Rate (8:30AM ET)
  • Average Workweek (8:30AM ET)
  • Consumer Credit (3:00PM ET)

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