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June 2023 Archive

SPX ends Q2 at a new high

Posted on Jun 30, 2023 | 7:06 pm in Market Musings & Economic Commentary

Stocks ended the quarter on a high note, and the S&P 500 Index (SPX) closed at a new 52-week high.

Market Musings & Economic Commentary
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Historical performance after a strong first six months

Posted on Jun 30, 2023 | 3:11 pm in Market Musings & Economic Commentary

It goes without saying the market-cap weighted indices have been having a good 2023.

Market Musings & Economic Commentary
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CNBC Fast Money 6/29/2023

Posted on Jun 30, 2023 | 10:58 am in Market Musings & Economic Commentary, Media Coverage

Market Musings & Economic Commentary, Media Coverage
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Consumer sentiment revised up while inflation expectations held steady

Posted on Jun 30, 2023 | 10:51 am in Market Musings & Economic Commentary

Michigan sentiment was revised higher for June.

Market Musings & Economic Commentary
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Lower inflation, higher income, and weaker spending

Posted on Jun 30, 2023 | 10:10 am in Market Musings & Economic Commentary

On the heels of yesterday’s stronger GDP report, today, the Fed’s preferred measure of inflation fell to the lowest level in over two years.

Market Musings & Economic Commentary
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4 Key tactical indicator closing levels

Posted on Jun 30, 2023 | 8:21 am in Market Musings & Economic Commentary

The upward bias for the market over the past few days has not moved the needle on any of our indicators.  Here are the closing levels for our four…

Market Musings & Economic Commentary
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TGIF Early look

Posted on Jun 30, 2023 | 8:17 am in Market Musings & Economic Commentary

S&P equity futures are trading above Thursday's close amidst a positive session in Europe and a mixed close in Asia overnight.

Market Musings & Economic Commentary
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Thursday win streak continues

Posted on Jun 29, 2023 | 5:25 pm in Market Musings & Economic Commentary

The S&P 500 Index (SPX) finished higher today, extending its streak of closing positive on Thursdays to seven straight.

Market Musings & Economic Commentary
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Little change in investor sentiment

Posted on Jun 29, 2023 | 1:00 pm in Market Musings & Economic Commentary

The American Association of Individual Investors (AAII) reported little change in its sentiment survey this week.

Market Musings & Economic Commentary
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Much stronger economic data

Posted on Jun 29, 2023 | 9:42 am in Market Musings & Economic Commentary

This morning’s GDP and weekly jobless claims reports were much stronger than expected.

Market Musings & Economic Commentary
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  • Market Musings

    A November to remember
    Nov 30, 2023 | 7:52 pm
    In remembrance of “transitory”
    Nov 30, 2023 | 3:42 pm
    Repeat offender?
    Nov 30, 2023 | 10:39 am
  • Macro Analysis

    Chill-ax
    Nov 20, 2023 | 10:23 am
    Video – Neutralizing our call for tactical rally
    Nov 15, 2023 | 4:41 pm
    Video – The rally, employment, and recession game plan
    Nov 9, 2023 | 11:45 am
  • Conference Call Information

    Replay Available for 11/21 Gold Update Call
    Nov 21, 2023 | 1:08 pm
    Gold Update Call: TODAY 11/21 at 11:00 am ET
    Nov 21, 2023 | 8:42 am
    Gold Update Call: Tomorrow 11/21 at 11:00 am ET
    Nov 20, 2023 | 2:34 pm
  • Media Coverage

    CNBC Squawk on the Street 11/27/23
    Nov 28, 2023 | 2:51 pm
    CNBC Squawk on the Street 11/7/23
    Nov 7, 2023 | 4:51 pm
    Bloomberg The Open 11/6/23
    Nov 7, 2023 | 8:42 am

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