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Macro Analysis & Slide Decks

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.

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Macro Analysis & Slide Decks

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.

REPLAY of Wednesday’s call for gold level subscribers

Posted on Aug 12, 2020 | 5:01 pm in Conference Call Information, Macro Analysis & Slide Decks

The replay of today's call is now available for gold level subscribers:

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August Macro Slide Deck

Posted on Aug 10, 2020 | 8:23 am in Macro Analysis & Slide Decks

The backdrop for equities can appear scary. The S&P 500 (SPX) is bumping up against an all-time high due in large part to just a few “stay at home” beneficiaries…

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Nothing this week changed our view

Posted on Aug 7, 2020 | 11:19 am in Macro Analysis & Slide Decks

The Monthly Employment report came in better than expected this morning, reinforcing what we saw out of the higher frequency weekly Initial Unemployment Claims reported yesterday.  Again, this is an…

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Fed pulled circuit breaker to prevent larger crisis

Posted on Aug 5, 2020 | 8:03 am in Macro Analysis & Slide Decks

Growing up, I always wanted to learn how to fly but never ended up taking a lesson. When my son made his first solo flight at age 16, I looked…

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Charts from Tuesday’s call

Posted on Jul 31, 2020 | 5:52 pm in Conference Call Information, Macro Analysis & Slide Decks

For gold level subscribers who would like to see the charts that Tony discussed on Tuesday’s conference call, they can all be found in the previous macro posts. The links…

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Brief video discussion on current environment

Posted on Jul 30, 2020 | 12:23 pm in Macro Analysis & Slide Decks

Today I took a couple minutes to highlight how the current action is what defines a consolidation period...a lot of volatility in both directions without much progress.

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Pleasant walk down memory lane

Posted on Jul 29, 2020 | 1:14 pm in Macro Analysis & Slide Decks

In the summer of 2009, I remember sitting in a Q2/09 post-EPS investor presentation by an industrial company just as the global economy was beginning to recover from the worst…

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U.S. Dollar weakness and economic recovery theme

Posted on Jul 27, 2020 | 3:07 pm in Macro Analysis & Slide Decks

The current monetary and fiscal stimulus is historic, Real Liquidity is off the chart, the global economy is just beginning a synchronized recovery, and the U.S. Dollar Index (DXY) is…

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Macro very different than 2000 bubble

Posted on Jul 23, 2020 | 8:13 am in Macro Analysis & Slide Decks

When we raised our 12-month S&P 500 (SPX) target to 3300+, we added the plus because we have no idea what the multiple should be with the Fed and global…

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Talking SPX target and rotation

Posted on Jul 22, 2020 | 11:59 am in Macro Analysis & Slide Decks

Today I wanted to discuss what the "+" means in our S&P 500 (SPX) target and what drives rotation

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