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.

Whoosh replay – key indicators mostly there

Corrections don’t feel “natural, normal and healthy” when you are in them. Last Thursday, we noted that out four key tactical indicators were approaching an oversold level that would begin…

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October Macro Slide Deck

Fundamental update – A lot of factors that are identifiable prior to a credit-led recession are just not present. The recent rise in the US Treasury 10-year bond yield above 3.23%…

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Dwyer Strategy conference call

Join us for our Macro Strategy conference call tomorrow, Friday, October 12th at 11:00 AM EDT for Gold level subscribers. We will be focusing on our fundamental core thesis and…

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Tactical indicators turning positive

Deja vu from February. This has been a market environment that was ripe for volatility, and we finally got it. While Fed Chair Powell’s recent hawkish tone and trade fear…

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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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