Macro

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Our earnings season outlook

Highlights Our analysis of corporate tax payments indicates that companies are likely going to again beat lowered expectations this earnings season, as has been the case for most of…

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Environment ripe for volatility

The main takeaway from our meetings with institutional and individual investors in the UK last week was the level of bewilderment as to how the US markets have been able…

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Record-setting credit boom

Highlights: Credit investors put a record $77 billion to work in the 5 trading days after Labor Day This record amount of money is set to provide more fuel…

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September Macro Slide Deck

There are many similarities between our market analysis and aviation. When flying a single-engine airplane, a pilot plans for the best, but is constantly monitoring instruments and indicators to insure…

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