Our take on the early indication – New Video!
Addressing the volatility surrounding White House Covid-19 announcement.
Read MoreMarkets all over the place – New Video!
I am staying focus on the proven drivers vs. any recent intraday moves based on Fiscal Package negotiations.
Read MoreSeptember Macro/Market recap
Our friends at Factset offered a market recap for September that I wanted to pass along to you:
Read MoreRare thrust signal suggests slop then pop
Yesterday's broad market rally on top of last Friday’s upside reversal reinforces our view that we passed our first speed bump last week. With the S&P 500 (SPX) already a…
Read MoreStaying focused on our two main drivers – New Video!
Today I wanted to address the current environment and our main drivers for adding risk into weakness like last week.
Read MoreAddressing recent sentiment shift – New Video!
Funny how market weakness affects sentiment.
Read MorePassing the first speed bump
Typically, when the equity market is ramping, investors believe a pause in the upside would be healthy, but when you are in the heart of the pullback it certainly does…
Read MoreComment on Hump Day weakness – New Video!
Now is the time to remember the fundamental backdrop and why we wanted to add risk as expected correction unfolded in mega-cap stocks
Read MoreTuesday mid-day take – New Video!
Back in NYC for first time since March, and talking markets ahead of Powell and Mnuchin testimony
Read MoreOur view on pulllback to start the week
While many are just beginning to think of a worsening correction, we believe it has been in place since we began looking for pullbacks like the Fall 2009.
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