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.

Markit PMIs drop to new lows

After weaker manufacturing data out of New York and Philly earlier in the week, today the Markit Purchasing Managers Indices (PMIs) disappointed as well, with all three components below…

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Smart money mythbuster

Myth: Over many client conversations in the past month we have noted a healthy amount of skepticism toward the market and found confirmation via a “smart money” measurement. According…

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New high mythbuster

Myth: Last Friday, the percentage of S&P 500 (SPX) components making a new 52-week high surged from 0% to 22% in less than two weeks, but is was led…

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