Video – 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 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…
Read MoreAirshow disappointment led to interesting talk with business owner that reinforced our game plan into year-end...
Read MoreI was at the Lake Placid Ironman competition this weekend to support a good friend. This race is one of the most famous endurance challenges that includes a 2.4-mile…
Read MoreWe wanted to speak to the volatility in both direction in the "summer of indigestion" and what to look for in the weeks ahead.
Read MoreWe offer our take on the current market weakness in this short video clip.
Read MoreWith the S&P 500 (SPX) and Nasdaq Composite (COMP) less than 2% from a record high and the National Association of Active Independent Managers (NAAIM) Exposure Index sentiment back…
Read MoreWe have been in a macro and market transition punctuated by the rolling correction since the early part of this year.
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