Video – Keeping an eye on employment
Investors temporarily thought the July CPI report caused a Fed pivot. Clearly, it was good news but the stock, bond, and currency markets have more than given back the…
Read MoreInvestors temporarily thought the July CPI report caused a Fed pivot. Clearly, it was good news but the stock, bond, and currency markets have more than given back the…
Read MoreThere is a historic level of momentum that shouldn’t be ignored with last week’s surge in the S&P 500 (SPX) causing:
Read MoreIn this brief video we discuss how this week’s market activity and FOMC minutes reinforce the fight has just begun. The market is fighting to go higher as the…
Read MoreThe percentage of S&P 500 Index (SPX) stocks trading above the 10-day moving average backed off a little, while the percentage above the 50-day moving average gained just over…
Read MoreFamed fund manager Marty Zweig used to always say “don’t fight the Fed” and “don’t fight the tape.”
Read MoreThe two most frequent questions we get are (1) "Is the economy in recession?" and (2) "Has the market made the low?"
Read MoreIn this short video we talk about the economic backdrop and how the data is consistent with our expectations and game plan highlighted in The Fantastic Four suggest staying…
Read MoreIn this short video we highlight how our strategy that included the summer rally is one step at a time, and how the yield curve and potential recession plays…
Read MoreThe negative second consecutive quarter real GDP report created a heated debate about the definition of recession, and while many refer to the textbook for the definition, we would…
Read MoreThe acknowledgement of the economic slowdown and less hawkish tone from Fed Chair Jerome Powell helped rally the S&P 500 (SPX) by 2.6%.
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