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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.

February Macro Slide Deck

Posted on Feb 6, 2023 | 2:22 pm in Macro Analysis & Slide Decks

One side of the current market argument is going to see a historic failure.

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Video – Our take on a wild week

Posted on Feb 3, 2023 | 3:08 pm in Macro Analysis & Slide Decks

In this short video we talk about the volatile market action, the confusion in the economic data, and our gameplan given both.   

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More color on jobs report

Posted on Feb 3, 2023 | 10:06 am in Macro Analysis & Slide Decks

My friend and Chief Economist at FHN Financial has an excellent write-up on today’s monthly Jobs report.  Frankly, given the amount of revisions in these readings, I don’t give…

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Using a slow cooker in a microwave market

Posted on Feb 2, 2023 | 8:18 am in Macro Analysis & Slide Decks

Both sides of the bull and bear argument were reinforced yesterday.

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Tactical update as tug of war rages on

Posted on Jan 30, 2023 | 10:41 am in Macro Analysis & Slide Decks

Last week was a good one for equities, with all four benchmark indices higher.

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Video – Updating M2, Real Liquidity, and our game plan

Posted on Jan 25, 2023 | 3:26 pm in Macro Analysis & Slide Decks

In this short video we address the opposing voices in the market.  The recent economic and money based indicators reinforce the recession view, while the momentum in the market…

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The voices are getting louder

Posted on Jan 24, 2023 | 8:27 am in Macro Analysis & Slide Decks

Have you ever heard two people having a conversation where they were just trying to talk over each other, and in doing so thought if they yelled louder their…

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Video – Our plan for if/when bad news becomes bad news.

Posted on Jan 18, 2023 | 1:12 pm in Macro Analysis & Slide Decks

In this short video we discuss our market gameplan for if/when the market transitions from “bad news is good news” to “bad news is bad news.”  We are more…

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What signaling should we believe

Posted on Jan 17, 2023 | 8:05 am in Macro Analysis & Slide Decks

The guys lending the money (Bank CEOs) say we are going into recession, the guys printing the money (Jerome Powell) are willing to accept a recession to break inflation,…

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Video – Inflation view and how we identify recession

Posted on Jan 11, 2023 | 2:31 pm in Macro Analysis & Slide Decks

In this short video we highlight why we believe inflation isn’t the issue for 2023, and what to look for in identifying when a recession begins…

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    Video – Imminent recession signposts
    Mar 24, 2023 | 1:03 pm
    We recently qualified the SPX bounce potential (and what happens after) based on recent severe weakness in the BKX
    Mar 21, 2023 | 3:54 pm
    Playing Whac-A-Mole
    Mar 20, 2023 | 11:13 am
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    Replay Available for March Gold Conference Call
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    CNBC Closing Bell: Overtime 3/15/23
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    CNBC Closing Bell 1/31/23
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