April Macro Slide Deck- the “bullish but…” market
History shows initial inversion a better buy signal. Although the U.S. Treasury 2-10yr Yield Curve (YC) has yet to invert, over the past seven economic cycles, the median…
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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.
Addressing “bullish but…” market
The number one question we are getting is: “Is everyone getting too bullish?” The simple answer is no. We have been on the road for the better part…
Read MoreAnother look at seasonality and key credit stress indicator
In the March Macro Slide Deck, we led off with the widely followed Atlanta Fed GDPNow Forecast chart that highlighted a consistently weak (and wrong) tendency in the…
Read MoreA trip down inversion memory lane
“The recent selloff in equities was partially the result of a near inversion of the 2-10 year U.S. Treasury Yield Curve (YC).” That was the opening line in…
Read MoreFed continues “dovish pivot”
The Fed decision to keep rates unchanged and signal no further rate hikes for the remainder of the year should be no great shock given the slowing data and…
Read MoreReplay of the Dwyer Strategy- March conference call
A replay of today’s conference call is now available for Gold level subscribers.
Read MoreBreadth thrust, sentiment and Fed reinforce view
With all the issues hasn’t the market gotten ahead of itself? Nope. With a pending Fed press conference, an uncertain U.S. Chinese trade deal, chaotic Brexit negotiations, and…
Read MoreDwyer Strategy conference call
We are going to hold a conference call to discuss the March Macro Slide Deck on Wednesday, March 20th at 11:00am EDT. This will be for Gold…
Read MoreSpringing forward to debunk two popular myths
Highlights Investor worries that record debt levels will cause a disaster soon are likely misplaced Modern Monetary Theory’s assumption that we can have unlimited debt…
Read MoreMarch Macro Slide Deck
The muscle memory of the 20% S&P 500 (SPX) market crash in the Q4/18 has investors wondering if there is going to be another major drawdown following the…
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