Monday tactical indicators update
Another positive week for the S&P 500 Index (SPX) makes it six in a row, the longest stretch in two years for the index.
Read MoreMacro
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.
Pardon the interruption…
The S&P 500 (SPX) is up 23% for the year and 3.7% for the current quarter, which we believe discounts a less-negative economic and EPS view as we enter the…
Read MoreFour tactical indicators update
The S&P 500 Index (SPX) moved higher for the fifth consecutive week and set a new closing high on Friday. This moved most of our tactical indicators further into overbought…
Read MoreNovember Macro Slide Deck- expect minor pullbacks and more upside into year-end
Generational Fed change is significant. We cannot emphasize enough the importance of the generational change in the way the Fed views inflation by fear of lower rather than higher inflation.…
Read MoreHuman nature is pretty consistent
Finally, there was a new record high in the S&P 500 (SPX) yesterday led by the offensive sectors and matched by some pretty good market internals. It is hard to…
Read MoreVery brief EPS season update
As we entered 2019, our bullish thesis was largely based on an economic slowdown that would cause the Fed to shift gears toward a much more accommodative monetary policy as…
Read MoreYield curve mythbuster — part 2
Last week saw both the equity and fixed income markets stay in a narrow trading range, which was a very welcome sign of stability given the potential dislocating news backdrop…
Read MoreReplay of the October Dwyer Strategy conference call
A replay of the October 15th conference call is now available for Gold level subscribers.
Read More
