Macro & Economic

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.

Flying smart

When you are flying a plane, the entire experience is weather-risk assessment that takes two forms. When it is perfectly clear out, you look for pilot reports for areas of…

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EPS revision mythbuster

A frequent push-back to our positive fundamental core thesis highlighted in our Macro Slide Deck is that our 2020 S&P 500 (SPX) operating EPS are below the current consensus estimate. …

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I am a Millennial

As you know from our conference calls and the macro slide deck, what makes our economy so resilient is consumption.  The millennial demographic is just coming into the key consumption…

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