Video: Inflation Sensation
Our take on Core PCE and its impact on Real Fed Funds + a Memorial Day thought
Read MoreVideo: Why rates have stalled
Video highlighting the three reasons the U.S. Treasury Yield hasn't risen with fear of inflation...
Read MoreUpdated view on rate stall
We have talked a good deal about the confused market environment over the past few weeks, and one of the most confusing topics has been surrounding the stall in…
Read MoreVideo: Two charts highlighting confused market
A short video highlighting two charts that show a confused market.
Read MoreRelative growth bounce may prove temporary
The equity market is opening the week on a strong note, driven by an oversold rebound in the mega-cap stocks that have been under pressure over recent weeks on…
Read MoreWhat we are watching in confused environment
New video on how we walk through a confused environment using our intermediate-term tactical indicators...
Read MoreFollowing our plan in a confused market
What do you do when you have heavy macro influences that are unlikely to have a near-term resolution? Inflation is going to rise due to the base effect from…
Read MoreThis remains a confused market
There is unlikely to be a resolution any time soon - New Video!
Read MoreTactical update in a volatile week
The markets are seeing a bounce following the sharp move lower into Wednesday’s close. Where does that leave us with the “power-on stall”? Well, absent a major ramp into…
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