Re-entry after vaca
Good Morning. Just getting back from vacation and ready for tomorrow’s Macro Slide Deck and conference call.
Read MoreGood Morning. Just getting back from vacation and ready for tomorrow’s Macro Slide Deck and conference call.
Read MoreI wanted to walk you through a few charts that highlight our current view of what the current period of monetary and market transition could mean to markets.
Read MoreHow can we call this the summer of indigestion when the S&P 500 (SPX) makes daily new highs? The answer is in the rotation that seems to take place…
Read MoreIn this brief video we highlight three charts that explain our current neutral view.
Read MoreLast week saw a significant bounce from the prior week's downside. It is important to remember that while the major market indices were only lower by a few percentage…
Read MoreIt's all relative - key indicator still suggests rotation may favor Value...
Read MoreI have been out of touch the last couple days and let me tell you why.
Read MoreIn this brief video I discuss the current volatility, rotation, and two key charts.
Read MoreThe rolling 5-10% correction finally got around to the economic recovery theme following the June FOMC press conference and Friday’s comments from St. Louis Fed’s Bullard. The Fed was…
Read MoreIn this brief video we discuss why to not use initial economic release and where we stand in our view.
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