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December 27, 2018 – Dwyer Strategy
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December 27, 2018 Archive

Consumer Confidence retrenching from recent cycle high

Posted on Dec 27, 2018 | 11:22 am in Macro Analysis & Slide Decks

The final look at consumer sentiment for 2018 was released this morning from the Conference Board and showed confidence is beginning to decline from cycle highs set just two months…

Macro Analysis & Slide Decks
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Over half of retail investors are now bearish on the market

Posted on Dec 27, 2018 | 10:19 am in Market Musings & Economic Commentary

Not surprisingly, the Association of Individual Investors (AAII) reported an increase in bearish sentiment among individual investors in the latest poll.

Market Musings & Economic Commentary
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Home prices rise in October, matching estimate

Posted on Dec 27, 2018 | 9:39 am in Macro Analysis & Slide Decks

The Federal Housing Finance Agency (FHFA) House Price Index rose by 0.3% in October, matching the consensus estimate. This was slightly better than the 0.2% in September.  The chart shows…

Macro Analysis & Slide Decks
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The Day Ahead, Thursday December 27

Posted on Dec 27, 2018 | 9:16 am in Market Musings & Economic Commentary

Following a Wednesday that saw all three major markets close up over 4% on what we dubbed a “reflex rally” (read more about the reflex rally by clicking the link…

Market Musings & Economic Commentary
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  • Market Musings

    A November to remember
    Nov 30, 2023 | 7:52 pm
    In remembrance of “transitory”
    Nov 30, 2023 | 3:42 pm
    Repeat offender?
    Nov 30, 2023 | 10:39 am

  • Macro Analysis

    Chill-ax
    Nov 20, 2023 | 10:23 am
    Video – Neutralizing our call for tactical rally
    Nov 15, 2023 | 4:41 pm
    Video – The rally, employment, and recession game plan
    Nov 9, 2023 | 11:45 am

  • Conference Call Information

    Replay Available for 11/21 Gold Update Call
    Nov 21, 2023 | 1:08 pm
    Gold Update Call: TODAY 11/21 at 11:00 am ET
    Nov 21, 2023 | 8:42 am
    Gold Update Call: Tomorrow 11/21 at 11:00 am ET
    Nov 20, 2023 | 2:34 pm

  • Media Coverage

    CNBC Squawk on the Street 11/27/23
    Nov 28, 2023 | 2:51 pm
    CNBC Squawk on the Street 11/7/23
    Nov 7, 2023 | 4:51 pm
    Bloomberg The Open 11/6/23
    Nov 7, 2023 | 8:42 am

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