Video – Looking at the Yield Curve
In this short video we explain why the yield curve is so important as a guide to money availability and what it is currently saying:
Read MoreIn this short video we explain why the yield curve is so important as a guide to money availability and what it is currently saying:
Read MoreIn this short video, we discuss the two Fed mandates, where they are, and how they may impact monetary policy in 2022...
Read MoreIn our 2022 January Macro Slide Deck we highlighted three main thoughts:
Read MoreDid you ever notice how sometimes we can be a master of the obvious? For example, when you are on a commercial flight and getting bounced around, do you…
Read MoreIt has been a volatile week and we wanted to highlight a few key thoughts…
Read MoreIn this short video we address our tactical game plan for early 2022, what history suggests, and what the 10-year U.S. Treasury Yield may be saying about this week’s…
Read MoreOur tactical game plan for 2022 is to stand ready to take advantage of extremes in either direction. That means buying into sharp declines guided by our tactical indicators,…
Read MoreWe measure real liquidity as the money supply plus equity and bond mutual funds and ETFs vs. Industrial Production growth rates.
Read MoreOn behalf of Mike Welch, Kelley Petrecki, my marketing and video team, and our friends at Pinckney Hugo, I would like to wish you all a very happy and…
Read MoreIn this short video we discuss the current weakness, what it might mean, and what history says about the speed of rate hike cycles...
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