Quantcast
April 2019 - Dwyer Strategy
Skip to Content
Menu
  • About
  • Market Musings &
    Economic Commentary
  • Macro Analysis &
    Slide Decks
  • Conference Call Information
  • Media Coverage
  • Subscribe
  • Log In
Log In
Dwyer Strategy
  • About
  • Market Musings &
    Economic Commentary
  • Macro Analysis &
    Slide Decks
  • Conference Call Information
  • Media Coverage
  • Subscribe
  • Log In

April 2019 Archive

Historical May sector performance

Posted on Apr 30, 2019 | 1:18 pm in Market Musings & Economic Commentary

Since 1990, the S&P 500 Index (SPX) has had an average gain of 1.09% in May and has been positive 21 out of the past 29 times. Consumer Staples,…

Market Musings & Economic Commentary
Read More

Consumer confidence improved in April

Posted on Apr 30, 2019 | 12:08 pm in Macro Analysis & Slide Decks

The Conference Board reported the Consumer Confidence Index improved in the latest survey. For April, Consumer Confidence rose to 129.2 from an upwardly revised 124.2 in March.

Macro Analysis & Slide Decks
Read More

The cause for pause

Posted on Apr 30, 2019 | 10:59 am in Macro Analysis & Slide Decks

Although our fundamental core thesis remains positive, given a backdrop of low inflation, the dovish Fed pivot, a re-steepening yield curve, slowing but positive growth, better-thanexpected EPS, and valuation…

Macro Analysis & Slide Decks
Read More

The elusive 2,940 is bested

Posted on Apr 29, 2019 | 6:35 pm in Market Musings & Economic Commentary

The S&P 500 Index (SPX) set two new closing high last week, and came oh so close, but failed to surpass the intraday record high of 2,940 on…

Market Musings & Economic Commentary
Read More

Yield curve steepening is helping financials

Posted on Apr 29, 2019 | 2:30 pm in Market Musings & Economic Commentary

The yield curve as measured by the difference between the 2-year U.S. Treasury note yield and the 10-year U.S. Treasury Bond (known as the 2-10 spread) is steepening…

Market Musings & Economic Commentary
Read More

Little change in incomes and but spending surged in March

Posted on Apr 29, 2019 | 10:27 am in Macro Analysis & Slide Decks

Personal Income rose a tepid 0.1% in March, down from 0.2% in February and well below the 0.4% estimate. Despite the slower income growth, there was a surge in…

Macro Analysis & Slide Decks
Read More

Tactical indicators update

Posted on Apr 29, 2019 | 8:52 am in Market Musings & Economic Commentary

Despite last week’s 1.2% gain, which pushed the S&P 500 Index (SPX) to a new closing high (but not an intraday high) our four favored tactical indicators remained little…

Market Musings & Economic Commentary
Read More

1st quarter GDP well ahead of expectations

Posted on Apr 26, 2019 | 9:40 am in Macro Analysis & Slide Decks

This morning we got the advanced reading on Gross Domestic Product (GDP) for the 1st quarter of 2019.

Macro Analysis & Slide Decks
Read More

Bond pet peeve

Posted on Apr 25, 2019 | 4:22 pm in Macro Analysis & Slide Decks

A big pet peeve for me is when folks generalize a huge asset class and then suggest it is sending investors some kind of message. 

Macro Analysis & Slide Decks
Read More

Fewer retail investors bullish on the market

Posted on Apr 25, 2019 | 1:50 pm in Market Musings & Economic Commentary

The Investors Intelligent report yesterday, showed that despite the recent market gains, there was a decline in the percent of newsletter writers that were bullish on the market.…

Market Musings & Economic Commentary
Read More
Page 1 of 612345...»Last »
  • Market Musings

    A wild week
    Feb 3, 2023 | 5:46 pm
    Q4 EPS update halfway through
    Feb 3, 2023 | 2:11 pm
    A shockingly strong January jobs report
    Feb 3, 2023 | 9:30 am
  • Macro Analysis

    Video – Our take on a wild week
    Feb 3, 2023 | 3:08 pm
    More color on jobs report
    Feb 3, 2023 | 10:06 am
    Using a slow cooker in a microwave market
    Feb 2, 2023 | 8:18 am
  • Conference Call Information

    Tuesday February 7th 1:00 pm ET Gold Level Conference Call
    Feb 2, 2023 | 9:37 am
    Replay Available for January Gold Conference Call
    Jan 10, 2023 | 3:03 pm
    Gold Level Conference Call TODAY 1:00 pm ET
    Jan 10, 2023 | 8:52 am
  • Media Coverage

    CNBC Closing Bell 1/31/23
    Feb 1, 2023 | 10:36 am
    CNBC Closing Bell 1/9/23
    Jan 10, 2023 | 11:03 am
    CNBC Closing Bell 12/9/22
    Dec 14, 2022 | 11:31 am

Email Digest

Fill out the form below to receive daily digests when articles are published.

Dwyer Strategy Logo

IMPORTANT DISCLOSURES:

Canaccord Genuity LLC is a registered broker dealer regulated by SEC and FINRA. Member SIPC. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies. See canaccordgenuitygroup.com/en/companies for more information.

Investing includes risk, including the loss of principal.

This site does not provide investment advice, and nothing on this Site shall constitute an offer to buy or sell, or the solicitation of an offer to buy or sell, or a recommendation with respect to any security by Canaccord Genuity, Dwyer Strategy, or Tony Dwyer. The content published on this site does not constitute a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Neither Tony Dwyer nor Dwyer Strategy will advise any person concerning the nature, potential, value or suitability of any particular investment, security, portfolio of securities, transaction, investment strategy or other matter. Accordingly, do not attempt to contact Dwyer Strategy or Tony Dwyer seeking personalized investment advice, which they cannot provide. To the extent the content published on this Site would be considered investment advice, such content is not tailored to the investment needs of any person or group of persons, and is directed to the general public.

The views expressed in this commentary are the views of Tony Dwyer and are subject to change based on market and other conditions. Content on the site speaks only as of the date of publication, and may be superseded by subsequent events or otherwise.

This site contains certain statements that may be deemed to be forward-looking statements. These statements are based on certain assumptions and analyses made in light of experience and perception of historical trends, current conditions, expected future developments and other factors believed to be appropriate in the circumstances. Such statements are subject to a number of assumptions, risks, and uncertainties, and are not guarantees of any future performance. Actual results may differ materially from those projected in the forward-looking statements.

View more information on our Firm: FINRA’s BrokerCheck

Research Disclosures
Regulatory and Legal Disclosures

© 2023 Dwyer Strategy is a division of Canaccord Genuity LLC, all rights reserved.

INSTITUTIONAL INSIGHT. PERSONAL OPPORTUNITY.
Dwyer Strategy Logo
Please note that you are now leaving our website and entering a third party website.

Neither Canaccord Genuity nor its affiliates are responsible for the content or accuracy of information of the of the third party websites linked, nor do they in any way endorse, recommend, or guarantee the products or services offered on the websites.

Canaccord Genuity’s privacy policy does not apply to linked websites. Please refer to the specific policies of the third party when accessing their websites.

Continue to External Site »