This week I plan on the following pieces:
- One summarizing current speculative activity in the markets.
- One summarizing housing activity, or lack thereof.
- Probably one on the Fed Model. The math work is done; the graphs are made, and half of the writing is currently complete.
- Possibly one on academic finance issues I have run across, and one on odds and ends in the markets.
Beyond that, I rewrote my bio to put it all in the first person, and I am planning on filling out my books section with mini book reviews, and more books.
What I am debating about, and where you can help me decide, is whether I should do another series on insurance earnings when the earnings start for the second quarter, which should not be until next week (the week of the 15th). Are the summaries valuable? They take time, and it helps me firm up views for the various subindustries in insurance, but if there isn’t a lot of demand for it, I enjoy writing about other issues more. Let me know via e-mail, or by commenting on this post. Thanks.
David,
the insurance earnings review is valuable for stockpickers with interest in insurance. I appreciate the amount of time you put in there. At the same time, I appreciate even more your efforts on general market themes.
I wonder how you keep up with such an ambitious writing schedule. As long as you can do that (how many children, again?), do both. If something has to give, let it be insurance earnings….
Thanks
I liked the insurance series, and would find it useful if you did it again. But if you’d enjoy something else more, I’m sure I’d also enjoy reading that too.
i liked insurance; but I enjoy whatever you write