Weekly credit indicators update
Our weekly check of credit reinforces our view that any correction should be bought. Remember, recessions happen when companies need money and don’t have access to it or can’t afford…
Read MoreOur weekly check of credit reinforces our view that any correction should be bought. Remember, recessions happen when companies need money and don’t have access to it or can’t afford…
Read MorePlease join us for our monthly conference call today at 2 p.m. Eastern, which is exclusive for Gold Members. Listen as Tony discusses the fundamental and tactical backdrop of the…
Read MoreIndividual investor sentiment saw an uptick last week in a similar way as the Investor Intelligence newsletter writers. The readings are not “extreme”, but the level of bulls in the…
Read MoreWatch Tony on Bloomberg TV discussing monetary policy and the Federal Reserve as Chairman Jerome Powell testified before Congress.
Read MoreToday represents why we have been very careful to not get too cautious despite the possibility of a correction. At today’s bi-annual report to the Senate, Fed Chair Powell clearly…
Read MorePlease join us for our monthly conference call tomorrow at 2 p.m. Eastern, which is exclusive for Gold Members. Listen as Tony discusses the fundamental and tactical backdrop of the…
Read MoreThere is so much commentary coming from both the bulls and the bears that appears very compelling. The bulls would argue the Coronavirus statistics are peaking, while the bears would…
Read MoreThe percentage of Newsletter Writers polled by Investors Intelligence jumped back to 52.9% this week, after a sharp drop the week before (Figure 1). Similar to our short-term tactical view,…
Read MoreIn this video we describe the current state of the market and our "neutral" view.
Read MoreOne of our favored measures of confidence is the National Federation of Independent Businesses (NFIB) survey of optimism. This months showed a slight uptick, but no major change. Small business…
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