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August 2019 – Page 2 – Dwyer Strategy
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August 2019 Archive

Another strong consumer confidence #

Posted on Aug 27, 2019 | 10:41 am in Macro Analysis & Slide Decks

The Conference Board reported the Consumer Confidence Index declined slightly in August but was well ahead of estimates.

Macro Analysis & Slide Decks
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Quiet Monday Trading

Posted on Aug 26, 2019 | 6:23 pm in Market Musings & Economic Commentary

Communication Services and Tech lead the way as the S&P 500 (SPX) ended the day up 1.10% after holding on to early gains. The President's announcement about China wanting…

Market Musings & Economic Commentary
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Low volume rebound

Posted on Aug 26, 2019 | 3:48 pm in Market Musings & Economic Commentary

Stocks are regaining some of Friday’s 2.5% loss. The S&P 500 (SPX) is holding on to early gains and is currently up 0.87%, on hopes of China and U.S.…

Market Musings & Economic Commentary
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08/26/19 Economic Week Ahead

Posted on Aug 26, 2019 | 11:54 am in Macro Analysis & Slide Decks

 After the fourth consecutive weekly drop on the S&P 500 (SPX) the upcoming week will feature a number of significant economic data releases. Due out this week are: Chicago…

Macro Analysis & Slide Decks
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Q2 earnings season winding down

Posted on Aug 26, 2019 | 11:35 am in Market Musings & Economic Commentary

We are getting near the end of earnings season now that 96% of S&P 500 (SPX) components have reported Q2/19 earnings. This week we expect to see 14 more…

Market Musings & Economic Commentary
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Monday morning musing

Posted on Aug 26, 2019 | 10:25 am in Market Musings & Economic Commentary

There is clearly increased volatility in both directions given the unpredictable statements on the trade war.  We have no idea what the next few hours and days may look…

Market Musings & Economic Commentary
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Time to react

Posted on Aug 26, 2019 | 7:57 am in Macro Analysis & Slide Decks

Sometimes it is better to react to market conditions rather than try to anticipate the next move. We believe the market has been in tactical no-man’s land following the…

Macro Analysis & Slide Decks
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Thoughts on today’s swoon

Posted on Aug 23, 2019 | 3:00 pm in Market Musings & Economic Commentary

I have no idea what could come next from the White House or China over coming days, but I do know that we have been waiting for our tactical…

Market Musings & Economic Commentary
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There is a bright side…

Posted on Aug 23, 2019 | 11:55 am in Market Musings & Economic Commentary

Don’t forget that while the market is getting hit on the Trump tweets about Fed Chair Powell and China , there is a positive influence that warrants a better…

Market Musings & Economic Commentary
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New home sales fall but revised data shows a surge in June

Posted on Aug 23, 2019 | 11:03 am in Macro Analysis & Slide Decks

New home sales came in below estimates but there was a huge revision to the June data.

Macro Analysis & Slide Decks
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    Mar 21, 2023 | 12:05 pm
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    Mar 21, 2023 | 7:56 am
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    Playing Whac-A-Mole
    Mar 20, 2023 | 11:13 am
    Video – Still following the money
    Mar 15, 2023 | 3:11 pm
    Remain focused on the main issue – money availability
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  • Conference Call Information

    Replay Available for March Gold Conference Call
    Mar 7, 2023 | 5:28 pm
    Gold Level Conference Call Today: March 7th 2:00 pm ET
    Mar 7, 2023 | 6:07 am
    Gold Level Conference Call Tomorrow: March 7th 2:00 pm ET
    Mar 6, 2023 | 8:23 am
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    CNBC Closing Bell: Overtime 3/15/23
    Mar 16, 2023 | 4:35 pm
    CNBC Fast Money 2/21/2023
    Feb 22, 2023 | 9:54 am
    CNBC Closing Bell 1/31/23
    Feb 1, 2023 | 10:36 am

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