Financials sector finally surpasses February high
Rising treasury yields are benefitting financial stocks in a big way.
Read MoreSmall business confidence takes a tumble
The National Federation of Independent Businesses (NFIB) reported small business confidence ended 2020 on a sour note.
Read MoreEarly Tuesday take
S&P futures remain above Monday's close, amidst mixed sessions in Europe and a mixed-to-higher close in Asia overnight.
Read MoreStocks take a breather
Stocks pulled back from the record highs set last week, with the four major equity indices closing in negative territory.
Read MoreAAII glitch
The American Association of Individual Investors (AAII) has stated in a tweet, that due to a glitch, the sentiment survey results initially reported last Thursday were incorrect. Bloomberg has…
Read MoreTactical indicators update
It was a good week for stocks with the four major indices all making weekly closing highs.
Read MoreJanuary Macro Slide Deck
Our positive core fundamental thesis remains in place. In the current recovery, the Fed is promising to keep rates pinned at zero and QE measures in place until AFTER…
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