Video – A transition needs a catalyst
Corrections typically feel "natural, normal, and healthy" - Until you are in one, and then it feels fundamentally different. In this short video we cover where our key tactical…
Read MoreVideo – DC and China causing indigestion
In this short video we discuss what is causing this week's daily volatility...
Read MoreVideo – Market following streaker script
In this short video we update our tactical market thoughts, what the whole market is doing, and where our tactical indicators sit....
Read MoreFollowing the streaker script
The market is following the script we outlined in Streaker. In that note, we highlighted how the S&P 500 Index (SPX) behaves following seven consecutive months in positive territory.…
Read MoreVideo – Indigestion continues
In this brief video, I discuss the current chop in the market and the idea of the "troops" and the "generals"
Read MoreSeptember Macro Slide Deck
As we approached the summer, economic growth was historic, the $1.9T in added stimulus from the American Rescue Plan Act was just beginning, Consumer Confidence was rising, the news…
Read MoreNew Video – Digging deeper into Streaker message
In this video we highlight what historically happens following long S&P 500 (SPX) consecutive monthly gains and how we could be in the beginning stages of the "troops" catching…
Read MoreVideo Post – Fed thought and tactical review
We are going to dig deeper into our key tactical indicators, the Growth vs. Value status, and update on "the average stock" indicator from last week.
Read MoreVideo – What “market” are you referring to?
In this short video, I take another look at the difference between the major market indices and what the broader market has been doing, and what that may suggest…
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