Macro Analysis & Slide Decks

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.

January Macro Slide Deck

As highlighted in Flying Smart, the market has been ripe for a correction, and the escalating Iranian conflict certainly offers a potential catalyst. Unfortunately, corrections only feel natural, normal, and…

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Flying smart

When you are flying a plane, the entire experience is weather-risk assessment that takes two forms. When it is perfectly clear out, you look for pilot reports for areas of…

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