Early Tuesday look and comment on Tech position
Good morning everyone. As an fyi, I will be on Bloomberg TV this morning from 9-9:45 am to discuss the macro and market backdrop. The rally in Tech has…
Read MoreGood morning everyone. As an fyi, I will be on Bloomberg TV this morning from 9-9:45 am to discuss the macro and market backdrop. The rally in Tech has…
Read MoreWatch Tony on CNBC Fast Money discussing fundamentals and the mood of the market
Read MorePlease join us for our monthly conference call Thursday Feb. 13th, at 2 p.m. Eastern, which is exclusive for Gold Members. Tony will be discussing the fundamental and tactical backdrop…
Read MoreMy trusty right hand, Mike Welch, is on vacation this week – who the heck is in charge here anyway? I mean he had a vacation a few years ago…
Read MoreThis month's slide deck starts with a bit of Q & A with myself...
Read MoreThe market looks mixed this morning on confusion over what to do with the market given the Coronavirus. The shutdown of economic activity in China appears to be continuing, but…
Read MoreOur key tactical indicators continue to reinforce neutral view. The recent volatility has caused our more sensitive indicators to jump back toward their recent optimistic levels, except for the II…
Read MoreWe are now more than halfway through Q4/19 earnings season with 64% of S&P 500 (SPX) companies having reported.
Read MoreIt was a strong payroll report to kick off 2020.
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