Feelings aren’t facts
If you were going by the market action early last week, it felt like a whoosh was coming, only to be stabilized by the bounce late in the week.…
Read MoreVideo – Defining what “the” market
In today's brief video I highlight two charts that reinforce the market weakness has been developing for some time now.
Read MoreVideo – Sober look at current environment
In this short video, we discuss the volatility in the market and where the catalysts may develop
Read MoreVideo – Tapering and 10-year
In this short video we discuss our view on why the 10-year U.S. Treasury Yield drops when the Fed tapers QE
Read MoreStill not so unique
I wanted to offer a few thoughts on the recent action in the markets...
Read MoreVideo – Updated thoughts on Rates and Rotation
In this brief video we review our game plan into year-end
Read MoreCPI and Used Vehicle Prices
We wanted to again dig a little deeper into today's CPI report...
Read MoreAugust Macro Slide Deck
Over the past four economic cycles, the 10-year U.S. Treasury (UST) Yield hit the highest point of the cycle just after the economy exited recession, and it never got…
Read MoreVideo – Digging a little deeper into sentiment
There is a big difference between the AAII and NAAIM sentiment gauges. This difference reinforces our view into how we want to be positioned into year-end...
Read MoreUsed car and market thought…
There is an increased focus on used car prices because the spike since last year has created an outsized move in the rate of Inflation. We would like to…
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