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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.

Credit still suggests slow recovery game plan

Posted on May 1, 2020 | 12:18 pm in Macro Analysis & Slide Decks

April was as historic as March with the S&P 500 (SPX) up 12% following the epic crash in March. The action came despite horrific economic and EPS news, showing how…

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Troops chasing the generals update

Posted on Apr 30, 2020 | 8:14 am in Macro Analysis & Slide Decks

Until this week, the market’s historic upside has been led by the more defensive sectors and the mega-cap stocks.  In Troops chasing generals early this week, we highlighted that a…

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Troops chasing generals

Posted on Apr 28, 2020 | 10:36 am in Macro Analysis & Slide Decks

We have talked a lot about the epic battle between monetary and fiscal stimulus vs. economic and EPS weakness, and right now the stimulus is winning. The announcement last evening…

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History of recession EPS as epic battle rages

Posted on Apr 27, 2020 | 9:26 am in Macro Analysis & Slide Decks

The sideways action in the market since the April 9 Fed decision to add $2T in monetary stimulus really highlights how tough it is to come up with a conviction…

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Slide deck for today’s webcast at 2pm ET.

Posted on Apr 23, 2020 | 1:40 pm in Conference Call Information, Macro Analysis & Slide Decks

There will be a conference call TODAY, April 23rd at 2pm ET for Gold level subscribers.

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Not all credit pointing to V

Posted on Apr 20, 2020 | 8:59 am in Macro Analysis & Slide Decks

How do you know when an oversold bounce is a relief rally like 2002 and 2008 vs. a fundamentally sustainable move off a recession-based low like 2003 or 2009? The…

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The banks offer guidance on our playbook

Posted on Apr 16, 2020 | 7:53 am in Macro Analysis & Slide Decks

Good morning folks.  The epic battle continues between the massive support of monetary policy on one side vs. the decline of economic activity and earnings per share (EPS) on the…

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Answering key question by clarifying our position

Posted on Apr 14, 2020 | 2:12 pm in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

I am getting a lot of questions relative to whether we still believe the market is going to test the low and what are the odds of it?    

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Epic battle set to begin

Posted on Apr 13, 2020 | 9:08 am in Macro Analysis & Slide Decks

There is an epic battle between two extraordinary market forces – monetary policy and economic activity. On one side, we have historic monetary accommodation from the Fed. For years, we…

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That was a game changer – Fed’s bazooka gets bigger

Posted on Apr 9, 2020 | 9:49 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

The Fed clearly reacted to some troubling signs in the credit markets, and this action is a big deal because it is protecting against a further credit crisis in just…

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