Slide deck for today’s webcast at 2pm EDT
There will be a conference call TODAY, May 15th at 2pm EDT for Gold level subscribers.
Read MoreMacro 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.
Follow the Fed – it prints the money
There has been an incredible ramp in corporate credit new issuance since the Fed announcement that it was going to buy corporate bond ETFs. The Secondary Market Corporate Credit Facility…
Read MoreFed starts buying Corporate Bonds today
The headlines this morning are very interesting to me, and it reinforces how important the Fed decision was to buy corporate debt on 04/09. This morning the futures are slightly…
Read MoreA “stay-at-home” rally
A Bloomberg article over the weekend stated, “if you take a gander at the chart of the S&P 500 (SPX) it sure looks like traders expect the coronavirus crisis to…
Read MoreStage is set for rise in 10-year
The recent rise in the 10-year U.S. Treasury (UST) yield coupled with a combination of three factors could cause near-term upward pressure on the long-end of the UST yield curve:
Read MoreCredit still suggests slow recovery game plan
April was as historic as March with the S&P 500 (SPX) up 12% following the epic crash in March. The action came despite horrific economic and EPS news, showing how…
Read MoreTroops chasing the generals update
Until this week, the market’s historic upside has been led by the more defensive sectors and the mega-cap stocks. In Troops chasing generals early this week, we highlighted that a…
Read MoreTroops chasing generals
We have talked a lot about the epic battle between monetary and fiscal stimulus vs. economic and EPS weakness, and right now the stimulus is winning. The announcement last evening…
Read MoreHistory of recession EPS as epic battle rages
The sideways action in the market since the April 9 Fed decision to add $2T in monetary stimulus really highlights how tough it is to come up with a conviction…
Read MoreSlide deck for today’s webcast at 2pm ET.
There will be a conference call TODAY, April 23rd at 2pm ET for Gold level subscribers.
Read More
