Conference call rescheduled for Thursday
First, I want to sincerely apologize for today’s technical snafu relative to the conference call for Gold level subscribers. I am keenly aware of the time waste for those…
Read MoreBullish sentiment among newsletter writers hits new high for the year
Investors Intelligence reported that bullish sentiment among newsletter writers rose for the fifth consecutive week to 56.7% from 55.2%.
Read MoreLate Day Rally, Powell Tomorrow
The S&P 500 (SPX) after being in the red all day, rallied near the close and finished up 0.12%. Tomorrow is a significant day because Fed Chairman Jerome Powell…
Read MoreJuly Macro Slide Deck
Our core fundamental thesis driven by credit remains constructive, the Fed is likely to cut rates at the end of the month and again toward year end, the various…
Read MoreSmall business confidence declined after four months of gains
The National Federation of Independent Businesses (NFIB) released their small business optimism index this morning and it showed businesses were a little less optimistic last month.
Read MoreSummary Thoughts for Upcoming Macro Slide Deck
While many use the economic deceleration as a reason to be cautious – it is THE reason we have been bullish because it gives the Fed room to…
Read More07/08/19 Economic Week Ahead
It is going to be a big week for Bonds with data and Fed speak, following the sharp reversal in US Treasury yields last Friday. According to Bloomberg, odds…
Read MoreWeekly tactical indicators update
It was a good week for stocks, as the S&P 500 (SPX), Dow Jones Industrial Average and Nasdaq Composite all set record highs.
Read MoreTreasury yields surge after payroll report
The better than expected jobs report caused a surge in treasury yields today.
Read MoreBullish individual investor sentiment rises for the 4th week
The Association of Individual Investors (AAII) reported that bullish sentiment rose back above bearish sentiment for the first time since early May.
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