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Macro Analysis & Slide Decks

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.

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Macro Analysis & Slide Decks

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.

Last Day: Gold Level Subscription Survey

Posted on Feb 24, 2023 | 11:27 am in Macro Analysis & Slide Decks

The survey will end on Friday 2/24. Please take 5 minutes and give us your feedback.

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Video – The widow maker and the drivers

Posted on Feb 22, 2023 | 7:29 pm in Macro Analysis & Slide Decks

In this short video we discuss why this is a widow maker market, and why somethings gotta give:

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Reminder: Gold Level Subscription Survey

Posted on Feb 21, 2023 | 2:10 pm in Macro Analysis & Slide Decks

The survey will end on Friday 2/24. Please take 5 minutes and give us your feedback.

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Something’s gotta give

Posted on Feb 21, 2023 | 11:35 am in Macro Analysis & Slide Decks

The higher the short-term yields go, the more likely the U.S. economy goes into recession over coming quarters, which would reinforce that the market has yet to make “the”…

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Reminder: Gold Level Subscription Survey

Posted on Feb 16, 2023 | 4:40 pm in Macro Analysis & Slide Decks

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Video – Landings from a pilot’s perspective

Posted on Feb 15, 2023 | 12:07 pm in Macro Analysis & Slide Decks

In this short video, we discuss the newest concept of a “no landing” economic environment.  Continued growth absent a sharp slowdown would suggest unlimited fuel (money), and the three…

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Video – DwyerStrategy survey

Posted on Feb 14, 2023 | 4:47 pm in Macro Analysis & Slide Decks

In this short video, I discuss how you can help us provide the best possible product

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Ultimately, it is all about the EPS

Posted on Feb 13, 2023 | 2:15 pm in Macro Analysis & Slide Decks

More than two-thirds of the S&P 500 (SPX) have reported their Q4/22 and CY2022 results, and we remain confident consensus estimates should trend toward our CY 2023 SPX Operating…

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Gold Level Subscription Survey

Posted on Feb 13, 2023 | 9:51 am in Macro Analysis & Slide Decks

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Video – New data reinforces using slow cooker

Posted on Feb 9, 2023 | 10:35 am in Macro Analysis & Slide Decks

One side is going to be epically wrong…either the macro or market indicators.  In this short video we address the outlook from current levels 

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    Replay Available for March Gold Conference Call
    Mar 7, 2023 | 5:28 pm
    Gold Level Conference Call Today: March 7th 2:00 pm ET
    Mar 7, 2023 | 6:07 am
    Gold Level Conference Call Tomorrow: March 7th 2:00 pm ET
    Mar 6, 2023 | 8:23 am
  • Media Coverage

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