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January 2021 - Dwyer Strategy
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January 2021 Archive

SPX down 0.72%, its worst loss for the week

Posted on Jan 15, 2021 | 5:23 pm in Market Musings & Economic Commentary

Stocks closed lower on Friday, and the four major indices all in the red.

Market Musings & Economic Commentary
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Talking you through Posts – New Video!

Posted on Jan 15, 2021 | 10:35 am in Macro Analysis & Slide Decks

We are going to start creating videos to walk you through our thought process on written Macro material when appropriate.  We hope you like this new service.

Macro Analysis & Slide Decks
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Weaker retail sales

Posted on Jan 15, 2021 | 9:32 am in Market Musings & Economic Commentary

It wasn’t a very good holiday shopping season.

Market Musings & Economic Commentary
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TGIF

Posted on Jan 15, 2021 | 7:06 am in Market Musings & Economic Commentary

S&P futures are trading below Thursday's close, amidst a negative session in Europe and a mixed close in Asia overnight.

Market Musings & Economic Commentary
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Tech stocks drag down broader market

Posted on Jan 14, 2021 | 5:48 pm in Market Musings & Economic Commentary

The four major indices opened higher, and all but the S&P 500 Index (SPX) hit new intraday highs.

Market Musings & Economic Commentary
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Three indicators caught our attention- summary

Posted on Jan 14, 2021 | 2:41 pm in Market Musings & Economic Commentary

We have fairly high conviction in two things:

Market Musings & Economic Commentary
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Three indicators caught our attention

Posted on Jan 14, 2021 | 1:06 pm in Macro Analysis & Slide Decks

We have fairly high conviction in two things: (1) conditions remain ripe for a temporary correction that should give back much of what has been gained since late last…

Macro Analysis & Slide Decks
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Initial jobless claims surge

Posted on Jan 14, 2021 | 9:36 am in Market Musings & Economic Commentary

It was a big miss on the jobless claims data, with both initial and continuing claims rising more than expected.

Market Musings & Economic Commentary
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Stimulating!

Posted on Jan 14, 2021 | 7:50 am in Market Musings & Economic Commentary

A few articles on what the stimulus package could look like…

Market Musings & Economic Commentary
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Early Thursday look

Posted on Jan 14, 2021 | 7:16 am in Market Musings & Economic Commentary

S&P futures are slightly above Wednesday's close, amidst a mixed session in Europe and in Asia overnight.

Market Musings & Economic Commentary
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  • Market Musings

    SPX down 0.72%, its worst loss for the week
    Jan 15, 2021 | 5:23 pm
    Weaker retail sales
    Jan 15, 2021 | 9:32 am
    TGIF
    Jan 15, 2021 | 7:06 am
  • Macro Analysis

    Talking you through Posts – New Video!
    Jan 15, 2021 | 10:35 am
    Three indicators caught our attention
    Jan 14, 2021 | 1:06 pm
    January Macro Slide Deck
    Jan 11, 2021 | 8:14 am
  • Conference Call Information

    REPLAY of gold level call from Today, 1/12/21
    Jan 12, 2021 | 1:57 pm
    REMINDER: Tomorrow at 1pm Tony will be hosting gold level call
    Jan 11, 2021 | 8:44 am
    Zoom Instructions for Monthly Conference Call
    Jan 6, 2021 | 2:09 pm
  • Media Coverage

    1/4/21: Tony joins CNBC Fast Money to kick off 2021
    Jan 5, 2021 | 11:05 am
    Tony on CNBC Fast Money Dec 2, 2020
    Dec 3, 2020 | 9:13 am
    Tony on TDAmeritrade Network – Nov 19, 2020
    Nov 19, 2020 | 12:38 pm
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