January Macro Slide Deck
The sharp rise in risk assets and drop in U.S. Treasury yields following the Payroll Employment Report and surprise contraction in the ISM Services Index on Friday suggest investors…
Read MoreThe sharp rise in risk assets and drop in U.S. Treasury yields following the Payroll Employment Report and surprise contraction in the ISM Services Index on Friday suggest investors…
Read MoreIn this short video we discuss today’s mixed economic data and what it means to our underlying thesis using a few charts…
Read MoreToday’s Jobs report from the Bureau of Labor Statistics was a mixed bag with:
Read MoreIf you want to make the market gods laugh – tell them your plan.
Read MoreIn this short video we break down our fundamental view with 5 charts...
Read MoreI have been quiet lately because frankly there isn’t a lot new to say:
Read MoreIn this short video we review why we believe the market has been in the “temporary sweet spot,” and why 3 indicators suggest it would be historically unique to…
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