Brief summary of view before getting on plane – No reason to change the plan
I will be flying to California tonight and plan to write a macro post on my way. Suffice it to say it was a horrible day for investors and exactly…
Read MoreI will be flying to California tonight and plan to write a macro post on my way. Suffice it to say it was a horrible day for investors and exactly…
Read MoreAs Tony discussed this morning, it was a bad open for equities. The 2.5% drop in the S&P 500 Index (SPX) has removed much of the overbought conditions in our…
Read MoreNews of coronavirus spreading outside of China is really pummeling equity futures. As of 8:15am S&P futures are down over 2.5%, but the selling isn’t limited to just the U.S.…
Read MoreIt looks like a pretty bad open for the markets on the back of increased fear of a sharp increase in global Coronavirus cases outside of China and a big…
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