Video – Sober look at current environment
In this short video, we discuss the volatility in the market and where the catalysts may develop
Read MoreIn this short video, we discuss the volatility in the market and where the catalysts may develop
Read MoreIn this short video we discuss our view on why the 10-year U.S. Treasury Yield drops when the Fed tapers QE
Read MoreI wanted to offer a few thoughts on the recent action in the markets...
Read MoreIn this brief video we review our game plan into year-end
Read MoreWe wanted to again dig a little deeper into today's CPI report...
Read MoreOver 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 MoreThere 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 MoreThere 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…
Read MoreThe markets are having a hard time making up their mind as investors look for the next catalyst in either direction. The fear over the Delta variant of the…
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