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Macro 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.

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Macro 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.

Offense update

Posted on May 29, 2020 | 7:54 am in Macro Analysis & Slide Decks

On Tuesday, we made a move to offense as the market broke out of the trading range since early April accompanied by 1) further improvement in credit and 2) led…

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Two factors support being back on offense

Posted on May 28, 2020 | 3:24 pm in Macro Analysis & Slide Decks

On Tuesday morning, we got back on the offensive via a tactical call into Value, Banks, and Tanks (Industrials). We had been waiting for signs of a turn in the…

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It’s all relative – Value, Banks, and Tanks

Posted on May 26, 2020 | 7:41 am in Macro Analysis & Slide Decks

As the S&P 500 (SPX) moves out of its “frustration phase” of the bottoming process, we believe it is time to focus on potential offensive rotation rather than the absolute…

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Still following the Fed

Posted on May 21, 2020 | 8:30 am in Macro Analysis & Slide Decks

What a roller coaster the last few sessions have been. It seems incredible the S&P 500 (SPX) was nearly breaking down from the recent range last Thursday, only to be…

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Keep following the Fed – they keep printing the money

Posted on May 20, 2020 | 7:33 am in Macro Analysis & Slide Decks

The market continues to frustrate both the bulls and the bears because there really isn’t any certainty over anything.  As we pointed out in yesterday’s closing commentary, after a very…

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Slide deck for today’s webcast at 2pm EDT

Posted on May 15, 2020 | 11:34 am in Macro Analysis & Slide Decks

There will be a conference call TODAY, May 15th at 2pm EDT for Gold level subscribers.

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Follow the Fed – it prints the money

Posted on May 13, 2020 | 10:39 am in Macro Analysis & Slide Decks

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…

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Fed starts buying Corporate Bonds today

Posted on May 12, 2020 | 7:59 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

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…

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A “stay-at-home” rally

Posted on May 11, 2020 | 11:38 am in Macro Analysis & Slide Decks

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…

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Stage is set for rise in 10-year

Posted on May 7, 2020 | 8:21 am in Macro Analysis & Slide Decks

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:

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