Springing forward to debunk two popular myths
Highlights Investor worries that record debt levels will cause a disaster soon are likely misplaced Modern Monetary Theory’s assumption that we can have unlimited debt…
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.
March Macro Slide Deck
The muscle memory of the 20% S&P 500 (SPX) market crash in the Q4/18 has investors wondering if there is going to be another major drawdown following the…
Read MoreExpect market and economic fear to be worse than reality
Pullback fear likely overblown. The market continues to climb the “wall of worry” as the major equity indices march higher despite decelerating economic growth. A historic 18% rally from…
Read MoreToo much, too soon? Not according to credit investors
Highlights In the very near term, stocks remain a little ahead of the norm for a recovery from a large correctionHowever, public pensions are bringing in…
Read MoreReplay of today’s Dwyer Strategy conference call
A replay of today’s conference call is now available for Gold level subscribers.
Read MorePowell pause reinforces our bullish view
There is just no way to paint today's comment from Powell as anything but bullish.
Read MoreDwyer Strategy conference call
We are going to hold another conference call to go through the February Macro Slide Deck again on Tuesday, February 26th at 11:00am EST. There was a technical…
Read MoreA slow economy should not be more than a speed bump to the credit boom
Highlights Money and financing investors have intensified their calls for rate cutsPensions are allocating more money to credit, regardless of the pace of economic growthThe recovery in…
Read MoreUpside extreme points to new highs
We found another breadth thrust extreme that suggests the market should see new highs in 2019, and any pause in the upside should be temporary. On…
Read MoreWhat if the government banned stock buybacks?
Highlights A measure to limit stock buybacks was unveiled by several senators last week Such a measure has little chance of being enacted for at…
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