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July 31, 2020 – Dwyer Strategy
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July 31, 2020 Archive

Charts from Tuesday’s call

Posted on Jul 31, 2020 | 5:52 pm in Conference Call Information, Macro Analysis & Slide Decks

For gold level subscribers who would like to see the charts that Tony discussed on Tuesday’s conference call, they can all be found in the previous macro posts. The links…

Conference Call Information, Macro Analysis & Slide Decks
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Mega-cap tech propped up the major indices

Posted on Jul 31, 2020 | 5:35 pm in Market Musings & Economic Commentary

Thanks to some stronger than expected earnings report from a handful of key mega-cap tech stock names last night, the major indices all opened higher today.

Market Musings & Economic Commentary
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Minimal participation today

Posted on Jul 31, 2020 | 2:50 pm in Market Musings & Economic Commentary

There are only two of the 11 S&P sectors trading higher today, Consumer Disc. and Information Tech.

Market Musings & Economic Commentary
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Incomes declined again in June

Posted on Jul 31, 2020 | 9:58 am in Market Musings & Economic Commentary

After the record surge we saw in April, Personal Income declined for the second month as the effects of the Government’s fiscal stimulus wear off.

Market Musings & Economic Commentary
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Should be a very interesting Friday

Posted on Jul 31, 2020 | 9:44 am in Market Musings & Economic Commentary

Wow.  To watch some of these mega-cap “stay-at-home” stocks gap higher despite the move they have already had is nothing short of breathtaking.

Market Musings & Economic Commentary
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  • Market Musings

    Ripe for tactical rally and more bad data- summary
    Oct 2, 2023 | 1:22 pm
    Entering a seasonally stronger period (corrected)
    Oct 2, 2023 | 11:04 am
    Manufacturing improved but still in a contraction
    Oct 2, 2023 | 10:46 am
  • Macro Analysis

    Ripe for tactical rally and more bad data
    Oct 2, 2023 | 9:00 am
    There needs to be more than oversold
    Sep 27, 2023 | 8:55 am
    The Fed’s zombie has Goldilocks on the run
    Sep 25, 2023 | 8:51 am
  • Conference Call Information

    Replay Available for September Gold Conference Call
    Sep 5, 2023 | 3:19 pm
    Reminder: Gold Level Call TODAY at 1:00 pm ET
    Sep 5, 2023 | 9:31 am
    Tuesday September 5th Gold Level Conference Call at 1:00 pm ET
    Aug 31, 2023 | 5:24 pm
  • Media Coverage

    Bloomberg The Open 9/27/23
    Sep 28, 2023 | 3:25 pm
    CNBC Squawk Box 9/25/23
    Sep 26, 2023 | 4:00 pm
    Bloomberg Surveillance 9/7/23
    Sep 8, 2023 | 9:37 am

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