Do companies stock buybacks matter? YES!!!
If you divide net repurchases by market cap, you get “net repurchase yield.”
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.
The economy has been slowing for a while from peak
There are going to be a lot of comments coming from Wall St. strategist and economists over coming weeks on the slowing of growth from peak.
Read MoreTactical indicators usher in next leg higher
Highlights from the April Strategy Picture Book.
Read MoreWhooshes can become ramps
The S&P 500 (SPX) is down 10% from the January high, has broken the 200-day moving average, and finally “whooshed” on a 90% downside price and volume day. We continue…
Read MoreStill not worried about flattening yield curve
The macro fear of a flattening in the U.S. Treasury (UST) 2-10-year yield curve is aggressively making the rounds again today as a reason to be cautious toward the equity…
Read MoreUncertainty whoosh creates opportunity
The old Wall Street go-to saying in times of trouble is, “Markets don’t like uncertainty.” While true, when 1) our positive fundamental core thesis is firmly in place driven by…
Read MoreShock drops, pops and flops
On shock-driven lows, while there generally is an immediate retest of the low, the retest we wrote about in VIX indicator suggests likely retest tends to…
Read MoreVIX indicator suggests likely retest
The number one question while on the road is: "Will the market retest and possibly break last week's low?”
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