Video – A big bag of nothing
The week looks to end the way it began – down, but not enough to suggest an imminent ramp. In addition, we speak to how quickly the market’s pricing…
Read MoreThe week looks to end the way it began – down, but not enough to suggest an imminent ramp. In addition, we speak to how quickly the market’s pricing…
Read MoreIn this short video we discuss the factors driving the volatility, why the market retesting process may be different than 03/2020, and how our short-term tactical indicators are in…
Read MoreToday’s inflation data reinforces our view the Fed is in a box and the market doesn't know what to do with it. The market remains in the tactical reflex…
Read MoreThe tumultuous market action continues as the combination of Fed policy uncertainty and economic transition remains in focus. Unfortunately, this is the environment we are going to be in…
Read More“In this short video we dissect the market action following the reflex rally…”
Read MoreIn this short video we discuss the monetary policy and economic growth transition that has sparked volatility in January.
Read MoreIf you are confused about the Fed, economy, and market environment – there is good reason for it...
Read MoreThe market volatility continues as fear of Fed policy, an Omicron economic effect, and Russian relations remain center stage. Unfortunately, this is the environment we are going to be…
Read MoreIn this short video we address our expectations for the Fed and market …
Read MoreOur game plan going into this year was for increased volatility and tactical opportunities on extremes.
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